True Wealth Design’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.6K | Buy |
123
+4
| +3% | +$280 | ﹤0.01% | 631 |
|
|
2025
Q1 | $8.75K | Buy |
119
+1
| +0.8% | +$74 | ﹤0.01% | 514 |
|
|
2024
Q4 | $7.73K | Buy |
118
+14
| +13% | +$917 | ﹤0.01% | 463 |
|
|
2024
Q3 | $8.1K | Buy |
104
+4
| +4% | +$312 | ﹤0.01% | 458 |
|
|
2024
Q2 | $7.8K | Buy |
100
+34
| +52% | +$2.65K | ﹤0.01% | 254 |
|
|
2024
Q1 | $4.47K | Buy |
66
+32
| +94% | +$2.17K | ﹤0.01% | 284 |
|
|
2023
Q4 | $2.29K | Buy |
34
+3
| +10% | +$202 | ﹤0.01% | 301 |
|
|
2023
Q3 | $2.1K | Hold |
31
| – | – | ﹤0.01% | 263 |
|
|
2023
Q2 | $2.22K | Hold |
31
| – | – | ﹤0.01% | 270 |
|
|
2023
Q1 | $2.15K | Hold |
31
| – | – | ﹤0.01% | 333 |
|
|
2022
Q4 | $2.1K | Buy |
+31
| New | +$2.1K | ﹤0.01% | 295 |
|