Guerra Pan Advisors’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $664K | Sell |
9,509
-2,137
| -18% | -$149K | 0.44% | 50 |
|
|
2025
Q1 | $856K | Hold |
11,646
| – | – | 0.67% | 41 |
|
|
2024
Q4 | $763K | Hold |
11,646
| – | – | 0.55% | 45 |
|
|
2024
Q3 | $907K | Buy |
11,646
+117
| +1% | +$9.12K | 0.73% | 37 |
|
|
2024
Q2 | $899K | Buy |
11,529
+358
| +3% | +$27.9K | 0.75% | 39 |
|
|
2024
Q1 | $757K | Sell |
11,171
-30
| -0.3% | -$2.03K | 0.7% | 41 |
|
|
2023
Q4 | $754K | Hold |
11,201
| – | – | 0.72% | 43 |
|
|
2023
Q3 | $759K | Hold |
11,201
| – | – | 0.88% | 34 |
|
|
2023
Q2 | $802K | Hold |
11,201
| – | – | 0.89% | 36 |
|
|
2023
Q1 | $777K | Hold |
11,201
| – | – | 0.98% | 32 |
|
|
2022
Q4 | $759K | Hold |
11,201
| – | – | 1.04% | 32 |
|
|
2022
Q3 | $621K | Hold |
11,201
| – | – | 0.91% | 41 |
|
|
2022
Q2 | $742K | Hold |
11,201
| – | – | 0.92% | 38 |
|
|
2022
Q1 | $741K | Hold |
11,201
| – | – | 0.89% | 37 |
|
|
2021
Q4 | $652K | Buy |
+11,201
| New | +$652K | 0.65% | 49 |
|