Heritage Wealth Management (Ohio)’s AstraZeneca AZN Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio AZN Stock Details AZN Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$812K	Sell
2025 Q3	$678K	Hold
2025 Q2	$618K	Hold
2025 Q1	$650K	Sell
2024 Q4	$583K	Hold
2024 Q3	$693K	Hold
2024 Q2	$688K	Buy