Widmann Financial Services’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Buy |
4,351
+515
| +13% | +$36K | 0.21% | 87 |
|
|
2025
Q1 | $282K | Buy |
3,836
+150
| +4% | +$11K | 0.22% | 82 |
|
|
2024
Q4 | $242K | Buy |
3,686
+75
| +2% | +$4.91K | 0.19% | 87 |
|
|
2024
Q3 | $281K | Buy |
3,611
+400
| +12% | +$31.2K | 0.21% | 84 |
|
|
2024
Q2 | $250K | Buy |
+3,211
| New | +$250K | 0.2% | 84 |
|
|
2022
Q1 | – | Sell |
-1,343
| Closed | -$78K | – | 112 |
|
|
2021
Q4 | $78K | Buy |
+1,343
| New | +$78K | 0.06% | 139 |
|