Wealthspire Advisors (New York)’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 | $1.99M | Sell |
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|
2025
Q2 | $3.25M | Buy |
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|
2025
Q1 | $3.38M | Buy |
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|
2024
Q4 | $234K | Sell |
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|
2024
Q3 | $375K | Buy |
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|
2024
Q2 | $344K | Sell |
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|
2024
Q1 | $334K | Buy |
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|
2023
Q4 | $331K | Sell |
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|
2023
Q3 | $552K | Buy |
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|
2023
Q2 | $504K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $468K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $289K | Buy |
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|
2020
Q4 | $255K | Buy |
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|
2020
Q3 | $234K | Buy |
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|
2020
Q2 | $217K | Sell |
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|
2020
Q1 | $881K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $40K | Buy |
|