Legacy Capital Wealth 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 | $590K | Sell |
8,444
-971
| -10% | -$67.9K | 0.13% | 163 |
|
|
2025
Q1 | $692K | Sell |
9,415
-111
| -1% | -$8.16K | 0.17% | 126 |
|
|
2024
Q4 | $624K | Buy |
9,526
+286
| +3% | +$18.7K | 0.15% | 134 |
|
|
2024
Q3 | $720K | Buy |
9,240
+212
| +2% | +$16.5K | 0.14% | 137 |
|
|
2024
Q2 | $704K | Buy |
+9,028
| New | +$704K | 0.18% | 112 |
|
|
2024
Q1 | – | Sell |
-7,231
| Closed | -$487K | – | 134 |
|
|
2023
Q4 | $487K | Buy |
7,231
+2,859
| +65% | +$193K | 0.14% | 150 |
|
|
2023
Q3 | $296K | Buy |
+4,372
| New | +$296K | 0.08% | 214 |
|
|
2023
Q2 | – | Sell |
-3,249
| Closed | -$226K | – | 60 |
|
|
2023
Q1 | $226K | Buy |
+3,249
| New | +$226K | 0.06% | 225 |
|