Sendero Wealth Management’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-25,472
| Closed | -$1.82M | – | 153 |
|
|
2023
Q2 | $1.82M | Sell |
25,472
-1,890
| -7% | -$135K | 0.4% | 53 |
|
|
2023
Q1 | $1.9M | Buy |
27,362
+2,219
| +9% | +$154K | 0.58% | 38 |
|
|
2022
Q4 | $1.7M | Buy |
25,143
+2,137
| +9% | +$145K | 0.61% | 30 |
|
|
2022
Q3 | $1.26M | Buy |
23,006
+1,286
| +6% | +$70.5K | 0.53% | 29 |
|
|
2022
Q2 | $1.44M | Buy |
+21,720
| New | +$1.44M | 1.38% | 19 |
|