WealthPlan Investment 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 | $6M | Sell |
85,912
-2,512
| -3% | -$176K | 0.44% | 76 |
|
|
2025
Q1 | $6.5M | Hold |
88,424
| – | – | 0.64% | 61 |
|
|
2024
Q4 | $5.79M | Buy |
88,424
+4,026
| +5% | +$264K | 0.57% | 63 |
|
|
2024
Q3 | $6.58M | Sell |
84,398
-1,157
| -1% | -$90.1K | 0.67% | 57 |
|
|
2024
Q2 | $6.67M | Sell |
85,555
-12,778
| -13% | -$997K | 1.01% | 38 |
|
|
2024
Q1 | $6.66M | Hold |
98,333
| – | – | 1.02% | 41 |
|
|
2023
Q4 | $6.62M | Buy |
98,333
+14,134
| +17% | +$952K | 1.06% | 39 |
|
|
2023
Q3 | $5.7M | Buy |
84,199
+56,051
| +199% | +$3.8M | 1.01% | 44 |
|
|
2023
Q2 | $2.01M | Sell |
28,148
-55,942
| -67% | -$4M | 0.6% | 60 |
|
|
2023
Q1 | $5.84M | Sell |
84,090
-1,897
| -2% | -$132K | 1% | 41 |
|
|
2022
Q4 | $5.99M | Buy |
85,987
+11,545
| +16% | +$805K | 0.42% | 62 |
|
|
2022
Q3 | $5.13M | Buy |
+74,442
| New | +$5.13M | 0.37% | 67 |
|
|
2022
Q1 | $5M | Buy |
+75,353
| New | +$5M | 0.35% | 75 |
|