Kovitz Investment Group Partners’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Buy |
19,496
+1,176
| +6% | +$82.2K | 0.01% | 722 |
|
|
2025
Q1 | $1.35M | Sell |
18,320
-168
| -0.9% | -$12.3K | 0.01% | 666 |
|
|
2024
Q4 | $1.21M | Sell |
18,488
-8,267
| -31% | -$542K | 0.01% | 677 |
|
|
2024
Q3 | $1.74M | Buy |
26,755
+15,515
| +138% | +$1.01M | 0.01% | 511 |
|
|
2024
Q2 | $877K | Buy |
11,240
+2,573
| +30% | +$201K | 0.01% | 561 |
|
|
2024
Q1 | $587K | Buy |
+8,667
| New | +$587K | 0.01% | 481 |
|
|
2021
Q4 | – | Sell |
-10,253
| Closed | -$616K | – | 397 |
|
|
2021
Q3 | $616K | Buy |
+10,253
| New | +$616K | 0.01% | 334 |
|