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
Q4 | – | Sell |
|
|||||
|
2025
Q3 | $56.9K | Buy |
|
|||||
|
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 |
|