Waldron Private Wealth’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,690
| Closed | -$307K | – | 305 |
|
|
2024
Q4 | $307K | Buy |
4,690
+852
| +22% | +$55.8K | 0.01% | 327 |
|
|
2024
Q3 | $299K | Buy |
3,838
+314
| +9% | +$24.5K | 0.01% | 327 |
|
|
2024
Q2 | $275K | Buy |
+3,524
| New | +$275K | 0.01% | 330 |
|
|
2024
Q1 | – | Sell |
-3,199
| Closed | -$215K | – | 434 |
|
|
2023
Q4 | $215K | Buy |
+3,199
| New | +$215K | 0.01% | 376 |
|