Holistic Financial Partners’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Buy |
4,167
+1,256
| +43% | +$87.8K | 0.13% | 92 |
|
|
2025
Q1 | $214K | Buy |
+2,911
| New | +$214K | 0.1% | 109 |
|
|
2024
Q4 | – | Sell |
-4,080
| Closed | -$318K | – | 125 |
|
|
2024
Q3 | $318K | Sell |
4,080
-1,751
| -30% | -$136K | 0.15% | 78 |
|
|
2024
Q2 | $455K | Sell |
5,831
-570
| -9% | -$44.5K | 0.23% | 53 |
|
|
2024
Q1 | $434K | Buy |
6,401
+234
| +4% | +$15.9K | 0.22% | 55 |
|
|
2023
Q4 | $415K | Sell |
6,167
-361
| -6% | -$24.3K | 0.25% | 52 |
|
|
2023
Q3 | $442K | Buy |
6,528
+440
| +7% | +$29.8K | 0.29% | 45 |
|
|
2023
Q2 | $436K | Sell |
6,088
-266
| -4% | -$19K | 0.3% | 44 |
|
|
2023
Q1 | $441K | Buy |
6,354
+1,145
| +22% | +$79.5K | 0.35% | 44 |
|
|
2022
Q4 | $353K | Sell |
5,209
-604
| -10% | -$41K | 0.32% | 53 |
|
|
2022
Q3 | $319K | Buy |
5,813
+1,801
| +45% | +$98.8K | 0.32% | 51 |
|
|
2022
Q2 | $265K | Hold |
4,012
| – | – | 0.25% | 65 |
|
|
2022
Q1 | $266K | Buy |
+4,012
| New | +$266K | 0.17% | 81 |
|