Mendota Financial Group’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-1,680
| Closed | -$110K | – | 132 |
|
2024
Q4 | $110K | Sell |
1,680
-309
| -16% | -$20.2K | 0.07% | 90 |
|
2024
Q3 | $155K | Sell |
1,989
-235
| -11% | -$18.3K | 0.07% | 83 |
|
2024
Q2 | $173K | Sell |
2,224
-30
| -1% | -$2.34K | 0.09% | 64 |
|
2024
Q1 | $153K | Sell |
2,254
-100
| -4% | -$6.78K | 0.09% | 81 |
|
2023
Q4 | $159K | Hold |
2,354
| – | – | 0.12% | 91 |
|
2023
Q3 | $159K | Buy |
+2,354
| New | +$159K | 0.17% | 41 |
|