Guardian Wealth Management’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Sell |
3,909
-51
| -1% | -$3.56K | 0.18% | 56 |
|
|
2025
Q1 | $291K | Sell |
3,960
-494
| -11% | -$36.3K | 0.19% | 56 |
|
|
2024
Q4 | $292K | Hold |
4,454
| – | – | 0.2% | 60 |
|
|
2024
Q3 | $347K | Buy |
4,454
+6
| +0.1% | +$467 | 0.24% | 57 |
|
|
2024
Q2 | $347K | Sell |
4,448
-25
| -0.6% | -$1.95K | 0.27% | 54 |
|
|
2024
Q1 | $303K | Sell |
4,473
-323
| -7% | -$21.9K | 0.23% | 55 |
|
|
2023
Q4 | $323K | Sell |
4,796
-325
| -6% | -$21.9K | 0.27% | 56 |
|
|
2023
Q3 | $347K | Sell |
5,121
-5,693
| -53% | -$386K | 0.32% | 57 |
|
|
2023
Q2 | $774K | Sell |
10,814
-14
| -0.1% | -$1K | 0.71% | 47 |
|
|
2023
Q1 | $752K | Sell |
10,828
-58
| -0.5% | -$4.03K | 0.72% | 48 |
|
|
2022
Q4 | $738K | Sell |
10,886
-130
| -1% | -$8.81K | 0.73% | 48 |
|
|
2022
Q3 | $604K | Buy |
11,016
+50
| +0.5% | +$2.74K | 0.68% | 51 |
|
|
2022
Q2 | $724K | Buy |
10,966
+41
| +0.4% | +$2.71K | 0.78% | 51 |
|
|
2022
Q1 | $725K | Buy |
10,925
+223
| +2% | +$14.8K | 0.72% | 53 |
|
|
2021
Q4 | $623K | Buy |
+10,702
| New | +$623K | 0.6% | 54 |
|