High Net Worth Advisory Group’s AstraZeneca AZN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,314
Closed -$89.1K 224
2022
Q4
$89.1K Sell
1,314
-2,288
-64% -$155K 0.03% 252
2022
Q3
$198K Buy
3,602
+8
+0.2% +$440 0.08% 183
2022
Q2
$237K Buy
3,594
+2,000
+125% +$132K 0.1% 166
2022
Q1
$106K Buy
1,594
+1
+0.1% +$66 0.04% 242
2021
Q4
$93K Buy
+1,593
New +$93K 0.03% 265