MSWM
Mowery & Schoenfeld Wealth Management’s AstraZeneca AZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Sell |
3,521
-9,936
| -74% | -$694K | 0.37% | 40 |
|
|
2025
Q1 | $989K | Hold |
13,457
| – | – | 1.94% | 11 |
|
|
2024
Q4 | $882K | Sell |
13,457
-76
| -0.6% | -$4.98K | 1.71% | 14 |
|
|
2024
Q3 | $1.05M | Hold |
13,533
| – | – | 1.67% | 12 |
|
|
2024
Q2 | $1.06M | Buy |
13,533
+278
| +2% | +$21.7K | 1.52% | 13 |
|
|
2024
Q1 | $898K | Hold |
13,255
| – | – | 1.73% | 12 |
|
|
2023
Q4 | $893K | Buy |
+13,255
| New | +$893K | 1.8% | 10 |
|