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 |
|