Holistic Financial Partners’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Buy |
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|
2025
Q1 | $214K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $318K | Sell |
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|
2024
Q2 | $455K | Sell |
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|
2024
Q1 | $434K | Buy |
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|
2023
Q4 | $415K | Sell |
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|
2023
Q3 | $442K | Buy |
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|
2023
Q2 | $436K | Sell |
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|
2023
Q1 | $441K | Buy |
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|
2022
Q4 | $353K | Sell |
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|
2022
Q3 | $319K | Buy |
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|
2022
Q2 | $265K | Hold |
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|
2022
Q1 | $266K | Buy |
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