Lyell Wealth Management’s AstraZeneca AZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$254K Buy
2023
Q2
Sell
2023
Q1
$292K Sell
2022
Q4
$319K Hold
2022
Q3
$258K Hold
2022
Q2
$311K Sell
2022
Q1
$324K Buy
2021
Q3
Sell
2021
Q2
$212K Buy