West Family Investments’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
19,119
+5,051
| +36% | +$353K | 0.35% | 60 |
|
|
2025
Q1 | $1.03M | Hold |
14,068
| – | – | 0.39% | 52 |
|
|
2024
Q4 | $922K | Sell |
14,068
-852
| -6% | -$55.8K | 0.32% | 60 |
|
|
2024
Q3 | $1.16M | Buy |
14,920
+1,643
| +12% | +$128K | 0.4% | 53 |
|
|
2024
Q2 | $1.04M | Buy |
13,277
+116
| +0.9% | +$9.05K | 0.31% | 67 |
|
|
2024
Q1 | $892K | Buy |
13,161
+80
| +0.6% | +$5.42K | 0.28% | 71 |
|
|
2023
Q4 | $881K | Sell |
13,081
-68
| -0.5% | -$4.58K | 0.3% | 64 |
|
|
2023
Q3 | $890K | Buy |
13,149
+68
| +0.5% | +$4.61K | 0.31% | 65 |
|
|
2023
Q2 | $936K | Buy |
+13,081
| New | +$936K | 0.36% | 61 |
|
|
2023
Q1 | – | Sell |
-13,091
| Closed | -$888K | – | 203 |
|
|
2022
Q4 | $888K | Sell |
13,091
-184
| -1% | -$12.5K | 0.3% | 66 |
|
|
2022
Q3 | $728K | Sell |
13,275
-1,604
| -11% | -$88K | 0.3% | 71 |
|
|
2022
Q2 | $983K | Sell |
14,879
-2,252
| -13% | -$149K | 0.39% | 53 |
|
|
2022
Q1 | $1.14M | Buy |
17,131
+552
| +3% | +$36.6K | 0.32% | 56 |
|
|
2021
Q4 | $966K | Sell |
16,579
-230
| -1% | -$13.4K | 0.26% | 69 |
|
|
2021
Q3 | $1.01M | Buy |
16,809
+2,477
| +17% | +$149K | 0.26% | 64 |
|
|
2021
Q2 | $858K | Buy |
+14,332
| New | +$858K | 0.23% | 68 |
|