Marks Group Wealth Management’s AstraZeneca AZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2M Sell
28,554
-12,673
-31% -$886K 0.19% 123
2025
Q1
$3.03M Sell
41,227
-3,725
-8% -$274K 0.29% 97
2024
Q4
$2.95M Buy
44,952
+1,280
+3% +$83.9K 0.29% 99
2024
Q3
$3.4M Sell
43,672
-686
-2% -$53.4K 0.32% 94
2024
Q2
$3.46M Buy
44,358
+1,914
+5% +$149K 0.36% 88
2024
Q1
$2.88M Sell
42,444
-2,837
-6% -$192K 0.3% 95
2023
Q4
$3.05M Buy
45,281
+36,789
+433% +$2.48M 0.35% 91
2023
Q3
$575K Buy
+8,492
New +$575K 0.07% 197