Icon Wealth Advisors’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $904K | Buy |
12,942
+5,130
| +66% | +$358K | 0.06% | 180 |
|
|
2025
Q1 | $574K | Sell |
7,812
-1,688
| -18% | -$124K | 0.05% | 201 |
|
|
2024
Q4 | $622K | Sell |
9,500
-53
| -0.6% | -$3.47K | 0.05% | 188 |
|
|
2024
Q3 | $744K | Sell |
9,553
-9
| -0.1% | -$701 | 0.06% | 169 |
|
|
2024
Q2 | $757K | Buy |
9,562
+4,909
| +106% | +$389K | 0.07% | 162 |
|
|
2024
Q1 | $315K | Buy |
4,653
+291
| +7% | +$19.7K | 0.03% | 276 |
|
|
2023
Q4 | $294K | Buy |
+4,362
| New | +$294K | 0.03% | 269 |
|