Heritage Family Offices’s AstraZeneca AZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$682K Sell
2025
Q2
$666K Buy
2025
Q1
$663K Sell
2024
Q4
$600K Buy
2024
Q3
$711K Buy
2024
Q2
$710K Buy