Phillips Wealth Planners’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $597K | Buy |
8,522
+3,447
| +68% | +$241K | 0.54% | 61 |
|
|
2025
Q1 | $336K | Sell |
5,075
-16
| -0.3% | -$1.06K | 0.36% | 96 |
|
|
2024
Q4 | $341K | Sell |
5,091
-2,109
| -29% | -$141K | 0.34% | 101 |
|
|
2024
Q3 | $564K | Sell |
7,200
-3,314
| -32% | -$260K | 0.54% | 58 |
|
|
2024
Q2 | $817K | Sell |
10,514
-199
| -2% | -$15.5K | 0.86% | 29 |
|
|
2024
Q1 | $731K | Sell |
10,713
-421
| -4% | -$28.7K | 0.84% | 30 |
|
|
2023
Q4 | $741K | Sell |
11,134
-47
| -0.4% | -$3.13K | 0.89% | 30 |
|
|
2023
Q3 | $720K | Sell |
11,181
-2,042
| -15% | -$132K | 0.98% | 30 |
|
|
2023
Q2 | $946K | Sell |
13,223
-99
| -0.7% | -$7.09K | 1.24% | 20 |
|
|
2023
Q1 | $979K | Buy |
+13,322
| New | +$979K | 1.29% | 18 |
|