Talisman Wealth Advisors’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Hold |
2,936
| – | – | 0.19% | 109 |
|
|
2025
Q1 | $216K | Buy |
+2,936
| New | +$216K | 0.22% | 99 |
|
|
2024
Q4 | – | Sell |
-3,205
| Closed | -$249K | – | 103 |
|
|
2024
Q3 | $249K | Sell |
3,205
-13
| -0.4% | -$1.01K | 0.26% | 91 |
|
|
2024
Q2 | $251K | Buy |
3,218
+242
| +8% | +$18.9K | 0.29% | 82 |
|
|
2024
Q1 | $202K | Buy |
+2,976
| New | +$202K | 0.25% | 90 |
|
|
2023
Q3 | – | Sell |
-2,908
| Closed | -$208K | – | 82 |
|
|
2023
Q2 | $208K | Sell |
2,908
-14
| -0.5% | -$1K | 0.36% | 83 |
|
|
2023
Q1 | $203K | Buy |
+2,922
| New | +$203K | 0.37% | 82 |
|