Simplicity Wealth’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $549K | Buy |
7,862
+335
| +4% | +$23.4K | 0.02% | 438 |
|
|
2025
Q1 | $553K | Buy |
7,527
+3,081
| +69% | +$226K | 0.04% | 328 |
|
|
2024
Q4 | $291K | Sell |
4,446
-1,743
| -28% | -$114K | 0.06% | 245 |
|
|
2024
Q3 | $482K | Sell |
6,189
-63,412
| -91% | -$4.94M | 0.04% | 301 |
|
|
2024
Q2 | $5.43M | Buy |
69,601
+5,894
| +9% | +$460K | 0.12% | 168 |
|
|
2024
Q1 | $4.32M | Buy |
+63,707
| New | +$4.32M | 0.1% | 202 |
|