Journey Strategic Wealth’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $567K | Sell |
8,121
-940
| -10% | -$65.7K | 0.02% | 266 |
|
|
2025
Q1 | $666K | Buy |
9,061
+2,008
| +28% | +$148K | 0.02% | 185 |
|
|
2024
Q4 | $462K | Sell |
7,053
-820
| -10% | -$53.7K | 0.02% | 235 |
|
|
2024
Q3 | $613K | Buy |
7,873
+1,963
| +33% | +$153K | 0.02% | 191 |
|
|
2024
Q2 | $461K | Buy |
5,910
+2,656
| +82% | +$207K | 0.02% | 174 |
|
|
2024
Q1 | $220K | Buy |
+3,254
| New | +$220K | 0.01% | 256 |
|