Wealthspire Advisors (New York)’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.25M | Buy |
46,469
+536
| +1% | +$37.5K | 0.02% | 210 |
|
|
2025
Q1 | $3.38M | Buy |
45,933
+42,356
| +1,184% | +$3.11M | 0.02% | 193 |
|
|
2024
Q4 | $234K | Sell |
3,577
-1,242
| -26% | -$81.4K | ﹤0.01% | 704 |
|
|
2024
Q3 | $375K | Buy |
4,819
+410
| +9% | +$31.9K | ﹤0.01% | 566 |
|
|
2024
Q2 | $344K | Sell |
4,409
-526
| -11% | -$41K | ﹤0.01% | 507 |
|
|
2024
Q1 | $334K | Buy |
4,935
+13
| +0.3% | +$881 | ﹤0.01% | 503 |
|
|
2023
Q4 | $331K | Sell |
4,922
-3,226
| -40% | -$217K | ﹤0.01% | 500 |
|
|
2023
Q3 | $552K | Buy |
8,148
+1,107
| +16% | +$75K | 0.01% | 374 |
|
|
2023
Q2 | $504K | Buy |
+7,041
| New | +$504K | 0.01% | 365 |
|
|
2023
Q1 | – | Sell |
-6,898
| Closed | -$468K | – | 540 |
|
|
2022
Q4 | $468K | Buy |
+6,898
| New | +$468K | 0.01% | 376 |
|
|
2021
Q2 | – | Sell |
-5,813
| Closed | -$289K | – | 392 |
|
|
2021
Q1 | $289K | Buy |
5,813
+711
| +14% | +$35.3K | 0.01% | 563 |
|
|
2020
Q4 | $255K | Buy |
5,102
+826
| +19% | +$41.3K | 0.01% | 488 |
|
|
2020
Q3 | $234K | Buy |
4,276
+172
| +4% | +$9.41K | 0.01% | 271 |
|
|
2020
Q2 | $217K | Sell |
4,104
-15,625
| -79% | -$826K | 0.02% | 252 |
|
|
2020
Q1 | $881K | Buy |
+19,729
| New | +$881K | 0.04% | 215 |
|
|
2019
Q1 | – | Sell |
-1,044
| Closed | -$40K | – | 111 |
|
|
2018
Q4 | $40K | Buy |
+1,044
| New | +$40K | ﹤0.01% | 215 |
|