Horizon Family Wealth’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Hold |
4,197
| – | – | 0.18% | 70 |
|
|
2025
Q1 | $308K | Buy |
4,197
+740
| +21% | +$54.4K | 0.21% | 58 |
|
|
2024
Q4 | $226K | Buy |
3,457
+147
| +4% | +$9.63K | 0.15% | 76 |
|
|
2024
Q3 | $258K | Buy |
3,310
+69
| +2% | +$5.38K | 0.18% | 71 |
|
|
2024
Q2 | $253K | Hold |
3,241
| – | – | 0.19% | 69 |
|
|
2024
Q1 | $220K | Buy |
3,241
+100
| +3% | +$6.78K | 0.17% | 73 |
|
|
2023
Q4 | $212K | Buy |
3,141
+58
| +2% | +$3.91K | 0.18% | 67 |
|
|
2023
Q3 | $209K | Buy |
+3,083
| New | +$209K | 0.2% | 64 |
|
|
2023
Q2 | – | Sell |
-2,958
| Closed | -$205K | – | 64 |
|
|
2023
Q1 | $205K | Sell |
2,958
-57
| -2% | -$3.96K | 0.22% | 57 |
|
|
2022
Q4 | $204K | Buy |
+3,015
| New | +$204K | 0.24% | 56 |
|