JPWM
Jamison Private Wealth Management’s AstraZeneca AZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Sell |
28,055
-248
| -0.9% | -$17.3K | 0.28% | 77 |
|
|
2025
Q1 | $2.08M | Sell |
28,303
-31
| -0.1% | -$2.28K | 0.32% | 77 |
|
|
2024
Q4 | $1.86M | Buy |
28,334
+1,141
| +4% | +$74.8K | 0.27% | 80 |
|
|
2024
Q3 | $2.12M | Buy |
27,193
+172
| +0.6% | +$13.4K | 0.32% | 73 |
|
|
2024
Q2 | $2.11M | Sell |
27,021
-494
| -2% | -$38.5K | 0.35% | 66 |
|
|
2024
Q1 | $1.86M | Sell |
27,515
-566
| -2% | -$38.3K | 0.32% | 75 |
|
|
2023
Q4 | $1.89M | Sell |
28,081
-338
| -1% | -$22.8K | 0.35% | 68 |
|
|
2023
Q3 | $1.92M | Buy |
+28,419
| New | +$1.92M | 0.4% | 66 |
|