Heritage Wealth Management (Arizona)’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $710K | Buy |
+9,101
| New | +$710K | 0.39% | 59 |
|
|
2022
Q4 | $141K | Buy |
2,084
+1,353
| +185% | +$91.7K | 0.02% | 370 |
|
|
2022
Q3 | $40K | Buy |
731
+650
| +802% | +$35.6K | 0.01% | 432 |
|
|
2022
Q2 | $5.35K | Hold |
81
| – | – | ﹤0.01% | 757 |
|
|
2022
Q1 | $5K | Buy |
+81
| New | +$5K | ﹤0.01% | 789 |
|
|
2021
Q3 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 803 |
|