Montag & Associates’s AstraZeneca AZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6.29K Buy
2025
Q1
Sell
2024
Q4
$656 Hold
2024
Q3
$780 Buy
2018
Q2
Sell
2018
Q1
$329K Hold
2017
Q4
$326K Hold
2017
Q3
$318K Hold
2017
Q2
$320K Hold
2017
Q1
$293K Hold
2016
Q4
$257K Hold
2016
Q3
$309K Hold
2016
Q2
$284K Hold
2016
Q1
$265K Hold
2015
Q4
$319K Hold
2015
Q3
$299K Hold
2015
Q2
$299K Hold
2015
Q1
$322K Hold
2014
Q4
$331K Buy