MWC
MBM Wealth Consultants’s AstraZeneca AZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,928
| Closed | -$870K | – | 108 |
|
|
2023
Q3 | $870K | Buy |
12,928
+1,336
| +12% | +$89.9K | 0.38% | 40 |
|
|
2023
Q2 | $771K | Buy |
11,592
+1,936
| +20% | +$129K | 0.33% | 44 |
|
|
2023
Q1 | $752K | Hold |
9,656
| – | – | 0.31% | 41 |
|
|
2022
Q4 | $669K | Sell |
9,656
-683
| -7% | -$47.3K | 0.31% | 40 |
|
|
2022
Q3 | $574K | Sell |
10,339
-742
| -7% | -$41.2K | 0.28% | 42 |
|
|
2022
Q2 | $732K | Buy |
11,081
+353
| +3% | +$23.3K | 0.36% | 35 |
|
|
2022
Q1 | $712K | Sell |
10,728
-27
| -0.3% | -$1.79K | 0.3% | 44 |
|
|
2021
Q4 | $626K | Buy |
10,755
+1,941
| +22% | +$113K | 0.26% | 54 |
|
|
2021
Q3 | $529K | Buy |
+8,814
| New | +$529K | 0.24% | 53 |
|