Optivise Advisory Services’s AstraZeneca AZN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$325K	Sell	4,652 -1	-0%	-$70	0.17%	128
2025 Q1	$342K	Sell	4,653 -19	-0.4%	-$1.4K	0.19%	111
2024 Q4	$306K	Buy	4,672 +20	+0.4%	+$1.31K	0.17%	127
2024 Q3	$362K	Buy	4,652 +7	+0.2%	+$545	0.19%	102
2024 Q2	$362K	Buy	+4,645	New	+$362K	0.2%	113