Kolinsky Wealth Management’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $234K | Sell |
3,577
-475
| -12% | -$31.1K | 0.14% | 146 |
|
|
2024
Q3 | $316K | Buy |
4,052
+400
| +11% | +$31.2K | 0.21% | 112 |
|
|
2024
Q2 | $285K | Buy |
+3,652
| New | +$285K | 0.2% | 114 |
|
|
2023
Q3 | – | Sell |
-3,120
| Closed | -$221K | – | 133 |
|
|
2023
Q2 | $221K | Sell |
3,120
-594
| -16% | -$42.1K | 0.21% | 117 |
|
|
2023
Q1 | $258K | Sell |
3,714
-1,244
| -25% | -$86.4K | 0.27% | 95 |
|
|
2022
Q4 | $336K | Buy |
4,958
+145
| +3% | +$9.83K | 0.38% | 67 |
|
|
2022
Q3 | $264K | Buy |
+4,813
| New | +$264K | 0.33% | 80 |
|