Naviter Wealth’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.86M | Buy |
69,527
+2,535
| +4% | +$177K | 0.6% | 33 |
|
|
2025
Q1 | $4.94M | Sell |
66,992
-1,212
| -2% | -$89.4K | 0.6% | 35 |
|
|
2024
Q4 | $4.47M | Sell |
68,204
-1,376
| -2% | -$90.2K | 0.54% | 39 |
|
|
2024
Q3 | $5.42M | Sell |
69,580
-550
| -0.8% | -$42.9K | 0.75% | 30 |
|
|
2024
Q2 | $5.47M | Buy |
70,130
+6,968
| +11% | +$543K | 0.82% | 24 |
|
|
2024
Q1 | $4.28M | Buy |
63,162
+15,834
| +33% | +$1.07M | 0.7% | 30 |
|
|
2023
Q4 | $3.19M | Buy |
47,328
+4,355
| +10% | +$293K | 0.64% | 37 |
|
|
2023
Q3 | $2.91M | Buy |
42,973
+3,989
| +10% | +$270K | 0.7% | 29 |
|
|
2023
Q2 | $2.79M | Buy |
38,984
+4,952
| +15% | +$354K | 0.71% | 30 |
|
|
2023
Q1 | $2.36M | Sell |
34,032
-1,093
| -3% | -$75.9K | 0.83% | 23 |
|
|
2022
Q4 | $2.33M | Buy |
+35,125
| New | +$2.33M | 0.64% | 31 |
|
|
2022
Q3 | – | Sell |
-28,107
| Closed | -$1.86M | – | 183 |
|
|
2022
Q2 | $1.86M | Buy |
+28,107
| New | +$1.86M | 0.76% | 21 |
|