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 |
|