Heritage Wealth 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 | $6.92K | Buy |
+99
| New | +$6.92K | ﹤0.01% | 442 |
|
|
2020
Q1 | – | Sell |
-1,200
| Closed | -$59.8K | – | 453 |
|
|
2019
Q4 | $59.8K | Buy |
1,200
+119
| +11% | +$5.93K | 0.01% | 287 |
|
|
2019
Q3 | $48K | Hold |
1,081
| – | – | 0.01% | 282 |
|
|
2019
Q2 | $44.6K | Sell |
1,081
-32
| -3% | -$1.32K | 0.01% | 266 |
|
|
2019
Q1 | $45K | Buy |
1,113
+1,081
| +3,378% | +$43.7K | 0.01% | 238 |
|
|
2018
Q4 | $1K | Hold |
32
| – | – | ﹤0.01% | 368 |
|
|
2018
Q3 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 366 |
|