SFG Wealth Management’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $283K | Hold |
4,055
| – | – | 0.17% | 70 |
|
|
2025
Q1 | $298K | Buy |
+4,055
| New | +$298K | 0.15% | 97 |
|
|
2024
Q4 | – | Sell |
-2,933
| Closed | -$229K | – | 101 |
|
|
2024
Q3 | $229K | Hold |
2,933
| – | – | 0.12% | 86 |
|
|
2024
Q2 | $229K | Buy |
+2,933
| New | +$229K | 0.13% | 82 |
|
|
2023
Q4 | – | Sell |
-3,169
| Closed | -$215K | – | 92 |
|
|
2023
Q3 | $215K | Hold |
3,169
| – | – | 0.17% | 86 |
|
|
2023
Q2 | $227K | Hold |
3,169
| – | – | 0.19% | 83 |
|
|
2023
Q1 | $220K | Hold |
3,169
| – | – | 0.24% | 70 |
|
|
2022
Q4 | $215K | Buy |
+3,169
| New | +$215K | 0.27% | 72 |
|
|
2022
Q3 | – | Sell |
-3,569
| Closed | -$236K | – | 79 |
|
|
2022
Q2 | $236K | Hold |
3,569
| – | – | 0.27% | 66 |
|
|
2022
Q1 | $237K | Hold |
3,569
| – | – | 0.22% | 75 |
|
|
2021
Q4 | $208K | Buy |
+3,569
| New | +$208K | 0.19% | 94 |
|