JFG 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
Sell
-4,086
Closed -$300K 64
2025
Q1
$300K Buy
4,086
+580
+17% +$42.6K 0.07% 67
2024
Q4
$230K Buy
+3,506
New +$230K 0.05% 91