Koss-Olinger Consulting’s AstraZeneca AZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-4,818
Closed -$320K 189
2022
Q1
$320K Sell
4,818
-2,635
-35% -$175K 0.05% 144
2021
Q4
$434K Sell
7,453
-1,496
-17% -$87.1K 0.07% 124
2021
Q3
$537K Sell
8,949
-3,479
-28% -$209K 0.09% 107
2021
Q2
$744K Buy
12,428
+1,063
+9% +$63.6K 0.11% 106
2021
Q1
$565K Buy
+11,365
New +$565K 0.1% 114