Heirloom Wealth Management’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-71,508
| Closed | -$5.12M | – | 53 |
|
|
2023
Q2 | $5.12M | Buy |
71,508
+2,350
| +3% | +$168K | 2.22% | 18 |
|
|
2023
Q1 | $4.8M | Buy |
69,158
+20,829
| +43% | +$1.45M | 2.29% | 17 |
|
|
2022
Q4 | $3.28M | Buy |
+48,329
| New | +$3.28M | 2.04% | 19 |
|
|
2022
Q2 | $4.3M | Buy |
65,225
+5,765
| +10% | +$380K | 3.52% | 13 |
|
|
2022
Q1 | $3.75M | Buy |
+59,460
| New | +$3.75M | 2.61% | 15 |
|