LifeGuide Financial Advisors’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Hold |
4,426
| – | – | 0.11% | 41 |
|
|
2025
Q1 | $325K | Hold |
4,426
| – | – | 0.13% | 34 |
|
|
2024
Q4 | $290K | Hold |
4,426
| – | – | 0.12% | 36 |
|
|
2024
Q3 | $345K | Sell |
4,426
-93
| -2% | -$7.25K | 0.15% | 36 |
|
|
2024
Q2 | $352K | Buy |
4,519
+1,406
| +45% | +$110K | 0.17% | 34 |
|
|
2024
Q1 | $211K | Hold |
3,113
| – | – | 0.11% | 38 |
|
|
2023
Q4 | $210K | Buy |
+3,113
| New | +$210K | 0.11% | 41 |
|