West Oak Capital’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $122 | Hold |
175
| – | – | ﹤0.01% | 237 |
|
|
2025
Q1 | $129 | Hold |
175
| – | – | 0.01% | 235 |
|
|
2024
Q4 | $115K | Hold |
175
| – | – | ﹤0.01% | 238 |
|
|
2024
Q3 | $136 | Hold |
175
| – | – | ﹤0.01% | 235 |
|
|
2024
Q2 | $13.6K | Hold |
175
| – | – | 0.01% | 238 |
|
|
2024
Q1 | $12K | Hold |
175
| – | – | 0.01% | 241 |
|
|
2023
Q4 | $12K | Hold |
175
| – | – | 0.01% | 239 |
|
|
2023
Q3 | $12K | Hold |
175
| – | – | 0.01% | 232 |
|
|
2023
Q2 | $12.5K | Hold |
175
| – | – | 0.01% | 241 |
|
|
2023
Q1 | $12.1K | Hold |
175
| – | – | 0.01% | 239 |
|
|
2022
Q4 | $12K | Hold |
175
| – | – | 0.01% | 211 |
|
|
2022
Q3 | $10K | Hold |
175
| – | – | 0.01% | 240 |
|
|
2022
Q2 | $12K | Sell |
175
-90
| -34% | -$6.17K | 0.01% | 230 |
|
|
2022
Q1 | $18K | Hold |
265
| – | – | 0.01% | 223 |
|
|
2021
Q4 | $15K | Hold |
265
| – | – | 0.01% | 244 |
|
|
2021
Q3 | $16K | Hold |
265
| – | – | 0.01% | 256 |
|
|
2021
Q2 | $16K | Hold |
265
| – | – | 0.01% | 251 |
|
|
2021
Q1 | $13K | Buy |
265
+175
| +194% | +$8.59K | 0.01% | 257 |
|
|
2020
Q4 | $4K | Hold |
90
| – | – | ﹤0.01% | 275 |
|
|
2020
Q3 | $5K | Buy |
+90
| New | +$5K | ﹤0.01% | 252 |
|