Tyler-Stone 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 | $200K | Hold |
2,869
| – | – | 0.03% | 322 |
|
|
2025
Q1 | $211K | Buy |
+2,869
| New | +$211K | 0.04% | 310 |
|
|
2024
Q4 | – | Sell |
-2,869
| Closed | -$224K | – | 325 |
|
|
2024
Q3 | $224K | Buy |
2,869
+1,474
| +106% | +$115K | 0.04% | 295 |
|
|
2024
Q2 | $109K | Hold |
1,395
| – | – | 0.04% | 274 |
|
|
2024
Q1 | $94.5K | Hold |
1,395
| – | – | 0.04% | 280 |
|
|
2023
Q4 | $94K | Hold |
1,395
| – | – | 0.05% | 272 |
|
|
2023
Q3 | $94K | Hold |
1,395
| – | – | 0.05% | 259 |
|
|
2023
Q2 | $100K | Buy |
+1,395
| New | +$100K | 0.06% | 250 |
|
|
2022
Q4 | $95K | Hold |
1,395
| – | – | 0.06% | 238 |
|
|
2022
Q3 | $77K | Hold |
1,395
| – | – | 0.06% | 251 |
|
|
2022
Q2 | $92K | Hold |
1,395
| – | – | 0.06% | 250 |
|
|
2022
Q1 | $93K | Sell |
1,395
-42
| -3% | -$2.8K | 0.05% | 259 |
|
|
2021
Q4 | $84K | Buy |
+1,437
| New | +$84K | 0.04% | 291 |
|