Waverly Advisors’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $18.2M | Buy |
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|
2025
Q2 | $16.1M | Buy |
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|
2025
Q1 | $16.5M | Buy |
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|
2024
Q4 | $1.58M | Buy |
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|
2024
Q3 | $645K | Sell |
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|
2024
Q2 | $676K | Buy |
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|
2024
Q1 | $539K | Buy |
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|
2023
Q4 | $377K | Sell |
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|
2023
Q3 | $384K | Buy |
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|
2023
Q2 | $352K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $9K | Hold |
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|
2014
Q2 | $9K | Sell |
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|
2014
Q1 | $14K | Hold |
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|
2013
Q4 | $13K | Buy |
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