Monte 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
$1.59M Sell
22,697
-27
-0.1% -$1.89K 0.62% 49
2025
Q1
$1.54M Hold
22,724
0.67% 40
2024
Q4
$1.49M Hold
22,724
0.64% 40
2024
Q3
$1.77M Sell
22,724
-2,071
-8% -$161K 0.73% 36
2024
Q2
$1.93M Buy
24,795
+5,240
+27% +$409K 0.85% 37
2024
Q1
$1.32M Buy
+19,555
New +$1.32M 0.58% 40