WDG
Wealth Dimensions Group’s AstraZeneca AZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $328K | Sell |
4,687
-175
| -4% | -$12.2K | 0.07% | 123 |
|
|
2025
Q1 | $357K | Buy |
4,862
+61
| +1% | +$4.48K | 0.09% | 115 |
|
|
2024
Q4 | $315K | Sell |
4,801
-594
| -11% | -$38.9K | 0.08% | 118 |
|
|
2024
Q3 | $420K | Sell |
5,395
-181
| -3% | -$14.1K | 0.11% | 99 |
|
|
2024
Q2 | $435K | Sell |
5,576
-37
| -0.7% | -$2.89K | 0.12% | 88 |
|
|
2024
Q1 | $380K | Buy |
5,613
+528
| +10% | +$35.8K | 0.11% | 96 |
|
|
2023
Q4 | $342K | Buy |
5,085
+126
| +3% | +$8.49K | 0.11% | 101 |
|
|
2023
Q3 | $336K | Buy |
4,959
+48
| +1% | +$3.25K | 0.12% | 99 |
|
|
2023
Q2 | $351K | Sell |
4,911
-6
| -0.1% | -$429 | 0.13% | 99 |
|
|
2023
Q1 | $341K | Sell |
4,917
-12
| -0.2% | -$833 | 0.13% | 100 |
|
|
2022
Q4 | $334K | Buy |
4,929
+341
| +7% | +$23.1K | 0.14% | 98 |
|
|
2022
Q3 | $252K | Buy |
4,588
+33
| +0.7% | +$1.81K | 0.12% | 101 |
|
|
2022
Q2 | $301K | Buy |
4,555
+84
| +2% | +$5.55K | 0.14% | 94 |
|
|
2022
Q1 | $297K | Buy |
4,471
+628
| +16% | +$41.7K | 0.14% | 105 |
|
|
2021
Q4 | $224K | Buy |
3,843
+25
| +0.7% | +$1.46K | 0.11% | 124 |
|
|
2021
Q3 | $229K | Buy |
3,818
+62
| +2% | +$3.72K | 0.15% | 116 |
|
|
2021
Q2 | $225K | Buy |
+3,756
| New | +$225K | 0.15% | 107 |
|