Iams Wealth Management’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Sell |
26,486
-1,777
| -6% | -$124K | 0.85% | 36 |
|
|
2025
Q1 | $2.08M | Buy |
28,263
+1,183
| +4% | +$87K | 0.95% | 38 |
|
|
2024
Q4 | $1.77M | Buy |
27,080
+11,369
| +72% | +$745K | 0.81% | 42 |
|
|
2024
Q3 | $1.22M | Sell |
15,711
-179
| -1% | -$13.9K | 0.6% | 56 |
|
|
2024
Q2 | $1.24M | Buy |
+15,890
| New | +$1.24M | 0.68% | 49 |
|