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

Heritage Wealth Management (Ohio)’s Portfolio AZN Stock Details AZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$618K Hold
8,842
– – 0.2% 117
2025
Q1 		$650K Sell
8,842
-58
-0.7% -$4.26K 0.22% 109
2024
Q4 		$583K Hold
8,900
– – 0.19% 120
2024
Q3 		$693K Hold
8,900
– – 0.23% 115
2024
Q2 		$688K Buy
+8,900
New +$688K 0.23% 107