Merit 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
Q2 | $2.44M | Buy |
34,929
+11,346
| +48% | +$793K | 0.03% | 450 |
|
|
2025
Q1 | $1.73M | Buy |
23,583
+14,743
| +167% | +$1.08M | 0.03% | 473 |
|
|
2024
Q4 | $579K | Buy |
8,840
+4,117
| +87% | +$270K | 0.01% | 671 |
|
|
2024
Q3 | $368K | Sell |
4,723
-2,709
| -36% | -$211K | 0.01% | 630 |
|
|
2024
Q2 | $580K | Buy |
7,432
+1,222
| +20% | +$95.3K | 0.01% | 549 |
|
|
2024
Q1 | $474K | Buy |
+6,210
| New | +$474K | 0.01% | 575 |
|
|
2023
Q4 | – | Sell |
-8,363
| Closed | -$566K | – | 777 |
|
|
2023
Q3 | $566K | Buy |
8,363
+1,090
| +15% | +$73.8K | 0.02% | 429 |
|
|
2023
Q2 | $521K | Buy |
+7,273
| New | +$521K | 0.02% | 459 |
|