Koa 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 | $1.84M | Sell |
26,260
-994
| -4% | -$69.5K | 1.46% | 20 |
|
|
2025
Q1 | $2M | Sell |
27,254
-3,502
| -11% | -$257K | 1.62% | 19 |
|
|
2024
Q4 | $2.02M | Buy |
30,756
+5,078
| +20% | +$333K | 1.65% | 19 |
|
|
2024
Q3 | $2M | Buy |
25,678
+6,698
| +35% | +$522K | 1.55% | 21 |
|
|
2024
Q2 | $1.48M | Sell |
18,980
-266
| -1% | -$20.7K | 1.25% | 26 |
|
|
2024
Q1 | $1.3M | Buy |
19,246
+6,886
| +56% | +$467K | 1.18% | 28 |
|
|
2023
Q4 | $832K | Buy |
+12,360
| New | +$832K | 0.82% | 31 |
|