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Triad Wealth Partners’s AstraZeneca AZN Stock Holding History

Triad Wealth Partners’s Portfolio AZN Stock Details AZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$239K Buy
3,418
+651
+24% +$45.5K 0.05% 252
2025
Q1 		$203K Buy
+2,767
New +$203K 0.06% 209
2024
Q3 		– Sell
-2,327
Closed -$181K – 121
2024
Q2 		$181K Buy
+2,327
New +$181K 0.1% 102