Smith Salley 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
$1.09M Sell
15,651
-1,144
-7% -$79.9K 0.06% 142
2025
Q1
$1.23M Buy
16,795
+622
+4% +$45.7K 0.08% 130
2024
Q4
$1.06M Buy
16,173
+15
+0.1% +$983 0.07% 141
2024
Q3
$1.26M Buy
16,158
+162
+1% +$12.6K 0.08% 126
2024
Q2
$1.25M Buy
15,996
+168
+1% +$13.1K 0.09% 123
2024
Q1
$1.07M Sell
15,828
-7,129
-31% -$483K 0.08% 124
2023
Q4
$1.55M Sell
22,957
-419
-2% -$28.2K 0.1% 120
2023
Q3
$1.58M Buy
+23,376
New +$1.58M 0.12% 111