Spire 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 | $435K | Sell |
6,228
-837
| -12% | -$58.5K | 0.02% | 545 |
|
|
2025
Q1 | $519K | Buy |
7,065
+679
| +11% | +$49.9K | 0.02% | 552 |
|
|
2024
Q4 | $418K | Sell |
6,386
-351
| -5% | -$23K | 0.01% | 603 |
|
|
2024
Q3 | $525K | Sell |
6,737
-182
| -3% | -$14.2K | 0.02% | 503 |
|
|
2024
Q2 | $540K | Sell |
6,919
-155
| -2% | -$12.1K | 0.02% | 473 |
|
|
2024
Q1 | $479K | Sell |
7,074
-549
| -7% | -$37.2K | 0.01% | 526 |
|
|
2023
Q4 | $507K | Sell |
7,623
-362
| -5% | -$24.1K | 0.02% | 507 |
|
|
2023
Q3 | $541K | Sell |
7,985
-325
| -4% | -$22K | 0.02% | 462 |
|
|
2023
Q2 | $595K | Buy |
8,310
+212
| +3% | +$15.2K | 0.02% | 452 |
|
|
2023
Q1 | $562K | Sell |
8,098
-123
| -1% | -$8.54K | 0.02% | 466 |
|
|
2022
Q4 | $557K | Buy |
8,221
+48
| +0.6% | +$3.25K | 0.03% | 345 |
|
|
2022
Q3 | $448K | Buy |
8,173
+285
| +4% | +$15.6K | 0.03% | 349 |
|
|
2022
Q2 | $521K | Sell |
7,888
-2,331
| -23% | -$154K | 0.02% | 460 |
|
|
2022
Q1 | $678K | Sell |
10,219
-2,249
| -18% | -$149K | 0.02% | 486 |
|
|
2021
Q4 | $726K | Buy |
12,468
+2,675
| +27% | +$156K | 0.02% | 577 |
|
|
2021
Q3 | $588K | Buy |
9,793
+88
| +0.9% | +$5.28K | 0.02% | 547 |
|
|
2021
Q2 | $581K | Sell |
9,705
-4,280
| -31% | -$256K | 0.02% | 571 |
|
|
2021
Q1 | $523K | Buy |
+13,985
| New | +$523K | 0.01% | 656 |
|