Operose Advisors’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $699 | Hold |
10
| – | – | ﹤0.01% | 394 |
|
|
2025
Q1 | $735 | Sell |
10
-224
| -96% | -$16.5K | ﹤0.01% | 369 |
|
|
2024
Q4 | $15.3K | Buy |
234
+224
| +2,240% | +$14.7K | 0.01% | 282 |
|
|
2024
Q3 | $779 | Hold |
10
| – | – | ﹤0.01% | 597 |
|
|
2024
Q2 | $780 | Hold |
10
| – | – | ﹤0.01% | 568 |
|
|
2024
Q1 | $678 | Hold |
10
| – | – | ﹤0.01% | 632 |
|
|
2023
Q4 | $674 | Sell |
10
-996
| -99% | -$67.1K | ﹤0.01% | 581 |
|
|
2023
Q3 | $68.1K | Buy |
1,006
+796
| +379% | +$53.9K | 0.03% | 256 |
|
|
2023
Q2 | $15K | Hold |
210
| – | – | 0.01% | 256 |
|
|
2023
Q1 | $14.6K | Hold |
210
| – | – | 0.01% | 247 |
|
|
2022
Q4 | $14.2K | Buy |
210
+10
| +5% | +$678 | 0.01% | 249 |
|
|
2022
Q3 | $11K | Hold |
200
| – | – | 0.01% | 250 |
|
|
2022
Q2 | $13K | Hold |
200
| – | – | 0.01% | 219 |
|
|
2022
Q1 | $13K | Hold |
200
| – | – | 0.01% | 242 |
|
|
2021
Q4 | $12K | Buy |
+200
| New | +$12K | 0.01% | 245 |
|