Rise 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 | $114K | Hold |
1,633
| – | – | 0.05% | 140 |
|
|
2025
Q1 | $120K | Sell |
1,633
-683
| -29% | -$50.2K | 0.05% | 130 |
|
|
2024
Q4 | $152K | Hold |
2,316
| – | – | 0.07% | 100 |
|
|
2024
Q3 | $180K | Buy |
2,316
+14
| +0.6% | +$1.09K | 0.09% | 100 |
|
|
2024
Q2 | $180K | Hold |
2,302
| – | – | 0.1% | 102 |
|
|
2024
Q1 | $156K | Buy |
2,302
+724
| +46% | +$49K | 0.08% | 108 |
|
|
2023
Q4 | $106K | Hold |
1,578
| – | – | 0.07% | 101 |
|
|
2023
Q3 | $107K | Buy |
1,578
+2
| +0.1% | +$135 | 0.08% | 87 |
|
|
2023
Q2 | $113K | Hold |
1,576
| – | – | 0.09% | 95 |
|
|
2023
Q1 | $109K | Buy |
1,576
+21
| +1% | +$1.46K | 0.08% | 96 |
|
|
2022
Q4 | $105K | Hold |
1,555
| – | – | 0.08% | 99 |
|
|
2022
Q3 | $85K | Buy |
1,555
+12
| +0.8% | +$656 | 0.07% | 105 |
|
|
2022
Q2 | $102K | Buy |
1,543
+9
| +0.6% | +$595 | 0.1% | 91 |
|
|
2022
Q1 | $102K | Buy |
1,534
+22
| +1% | +$1.46K | 0.09% | 99 |
|
|
2021
Q4 | $88.1K | Buy |
+1,512
| New | +$88.1K | 0.08% | 104 |
|