Institute for Wealth Management’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $399K | Sell |
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|
2025
Q2 | $366K | Sell |
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|
2025
Q1 | $398K | Buy |
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|
2024
Q4 | $351K | Sell |
|
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|
2024
Q3 | $420K | Sell |
|
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|
2024
Q2 | $424K | Hold |
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|
2024
Q1 | $369K | Sell |
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|
2023
Q4 | $381K | Sell |
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|
2023
Q3 | $383K | Hold |
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|
2023
Q2 | $405K | Buy |
|
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|
2023
Q1 | $376K | Sell |
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|
2022
Q4 | $369K | Sell |
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|
2022
Q3 | $360K | Sell |
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|
2022
Q2 | $435K | Hold |
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|
2022
Q1 | $436K | Buy |
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|
2021
Q4 | $383K | Sell |
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|
2021
Q3 | $703K | Buy |
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|
2021
Q2 | $679K | Sell |
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|
2021
Q1 | $572K | Sell |
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|
2020
Q4 | $580K | Buy |
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|
2020
Q3 | $601K | Buy |
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|
2020
Q2 | $237K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $248K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $321K | Buy |
|