West Michigan Advisors’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Buy |
+3,481
| New | +$243K | 0.07% | 203 |
|
|
2024
Q4 | – | Sell |
-2,600
| Closed | -$203K | – | 229 |
|
|
2024
Q3 | $203K | Sell |
2,600
-3,269
| -56% | -$255K | 0.06% | 184 |
|
|
2024
Q2 | $458K | Sell |
5,869
-82
| -1% | -$6.4K | 0.15% | 107 |
|
|
2024
Q1 | $403K | Buy |
5,951
+721
| +14% | +$48.8K | 0.13% | 108 |
|
|
2023
Q4 | $352K | Sell |
5,230
-2,560
| -33% | -$172K | 0.13% | 97 |
|
|
2023
Q3 | $528K | Buy |
7,790
+1,231
| +19% | +$83.4K | 0.28% | 74 |
|
|
2023
Q2 | $469K | Sell |
6,559
-694
| -10% | -$49.7K | 0.19% | 116 |
|
|
2023
Q1 | $503K | Buy |
+7,253
| New | +$503K | 0.29% | 77 |
|