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Whipplewood Advisors’s AstraZeneca AZN Stock Holding History

Whipplewood Advisors’s Portfolio AZN Stock Details AZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$250K Sell
3,583
-135
-4% -$9.43K 0.14% 148
2025
Q1 		$289K Sell
3,718
-189
-5% -$14.7K 0.17% 124
2024
Q4 		$256K Buy
+3,907
New +$256K 0.15% 138