Quotient Wealth Partners’s AstraZeneca AZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$253K Sell
3,616
-535
-13% -$37.4K 0.01% 302
2025
Q1
$305K Sell
4,151
-873
-17% -$64.2K 0.01% 256
2024
Q4
$329K Sell
5,024
-763
-13% -$50K 0.01% 231
2024
Q3
$451K Buy
5,787
+226
+4% +$17.6K 0.01% 186
2024
Q2
$434K Buy
5,561
+2,246
+68% +$175K 0.02% 188
2024
Q1
$225K Buy
+3,315
New +$225K 0.01% 282