Heritage Family Offices’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $666K | Buy |
9,023
+6
| +0.1% | +$443 | 0.34% | 72 |
|
|
2025
Q1 | $663K | Sell |
9,017
-137
| -1% | -$10.1K | 0.34% | 72 |
|
|
2024
Q4 | $600K | Buy |
9,154
+22
| +0.2% | +$1.44K | 0.3% | 73 |
|
|
2024
Q3 | $711K | Buy |
9,132
+31
| +0.3% | +$2.42K | 0.37% | 61 |
|
|
2024
Q2 | $710K | Buy |
+9,101
| New | +$710K | 0.39% | 59 |
|