Long Run Wealth 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 | $336K | Buy |
4,812
+1,456
| +43% | +$102K | 0.07% | 84 |
|
|
2025
Q1 | $247K | Buy |
+3,356
| New | +$247K | 0.06% | 91 |
|
|
2024
Q4 | – | Sell |
-3,042
| Closed | -$237K | – | 100 |
|
|
2024
Q3 | $237K | Buy |
3,042
+4
| +0.1% | +$312 | 0.06% | 95 |
|
|
2024
Q2 | $237K | Hold |
3,038
| – | – | 0.06% | 91 |
|
|
2024
Q1 | $206K | Buy |
3,038
+9
| +0.3% | +$610 | 0.05% | 94 |
|
|
2023
Q4 | $204K | Hold |
3,029
| – | – | 0.06% | 91 |
|
|
2023
Q3 | $205K | Buy |
3,029
+4
| +0.1% | +$271 | 0.07% | 82 |
|
|
2023
Q2 | $217K | Hold |
3,025
| – | – | 0.07% | 90 |
|
|
2023
Q1 | $210K | Buy |
3,025
+8
| +0.3% | +$555 | 0.07% | 91 |
|
|
2022
Q4 | $205K | Buy |
+3,017
| New | +$205K | 0.07% | 93 |
|
|
2022
Q2 | – | Sell |
-3,012
| Closed | -$200K | – | 91 |
|
|
2022
Q1 | $200K | Buy |
+3,012
| New | +$200K | 0.07% | 95 |
|