Mascoma 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 | $18.4K | Hold |
264
| – | – | ﹤0.01% | 269 |
|
|
2025
Q1 | $19.4K | Hold |
264
| – | – | ﹤0.01% | 267 |
|
|
2024
Q4 | $17.3K | Hold |
264
| – | – | ﹤0.01% | 285 |
|
|
2024
Q3 | $20.6K | Hold |
264
| – | – | 0.01% | 262 |
|
|
2024
Q2 | $20.6K | Hold |
264
| – | – | 0.01% | 268 |
|
|
2024
Q1 | $17.9K | Hold |
264
| – | – | 0.01% | 270 |
|
|
2023
Q4 | $17.8K | Hold |
264
| – | – | 0.01% | 280 |
|
|
2023
Q3 | $17.9K | Hold |
264
| – | – | 0.01% | 281 |
|
|
2023
Q2 | $18.6K | Hold |
264
| – | – | 0.01% | 271 |
|
|
2023
Q1 | $19.3K | Hold |
264
| – | – | 0.01% | 343 |
|
|
2022
Q4 | $17.9K | Hold |
264
| – | – | 0.01% | 345 |
|
|
2022
Q3 | $14K | Hold |
264
| – | – | ﹤0.01% | 361 |
|
|
2022
Q2 | $17K | Hold |
264
| – | – | 0.01% | 355 |
|
|
2022
Q1 | $18K | Hold |
264
| – | – | 0.01% | 380 |
|
|
2021
Q4 | $15K | Hold |
264
| – | – | 0.01% | 361 |
|
|
2021
Q3 | $16K | Buy |
+264
| New | +$16K | 0.01% | 310 |
|
|
2017
Q4 | – | Sell |
-8,000
| Closed | -$271K | – | 373 |
|
|
2017
Q3 | $271K | Hold |
8,000
| – | – | 0.18% | 58 |
|
|
2017
Q2 | $273K | Hold |
8,000
| – | – | 0.18% | 55 |
|
|
2017
Q1 | $249K | Hold |
8,000
| – | – | 0.18% | 48 |
|
|
2016
Q4 | $219K | Buy |
+8,000
| New | +$219K | 0.16% | 57 |
|