Lyell Wealth Management’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,206
| Closed | -$292K | – | 184 |
|
|
2023
Q1 | $292K | Sell |
4,206
-500
| -11% | -$34.7K | 0.04% | 168 |
|
|
2022
Q4 | $319K | Hold |
4,706
| – | – | 0.05% | 160 |
|
|
2022
Q3 | $258K | Hold |
4,706
| – | – | 0.04% | 166 |
|
|
2022
Q2 | $311K | Sell |
4,706
-175
| -4% | -$11.6K | 0.05% | 158 |
|
|
2022
Q1 | $324K | Buy |
+4,881
| New | +$324K | 0.04% | 164 |
|
|
2021
Q3 | – | Sell |
-3,531
| Closed | -$212K | – | 183 |
|
|
2021
Q2 | $212K | Buy |
+3,531
| New | +$212K | 0.03% | 179 |
|