Wolf Group Capital Advisors’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $261K | Buy |
+3,555
| New | +$261K | 0.09% | 142 |
|
|
2018
Q3 | – | Sell |
-25,429
| Closed | -$893K | – | 92 |
|
|
2018
Q2 | $893K | Buy |
25,429
+3,071
| +14% | +$108K | 0.58% | 54 |
|
|
2018
Q1 | $782K | Buy |
22,358
+2,360
| +12% | +$82.5K | 0.52% | 60 |
|
|
2017
Q4 | $694K | Buy |
19,998
+2,283
| +13% | +$79.2K | 0.43% | 73 |
|
|
2017
Q3 | $614K | Sell |
17,715
-2,474
| -12% | -$85.7K | 0.43% | 72 |
|
|
2017
Q2 | $688K | Sell |
20,189
-1,485
| -7% | -$50.6K | 0.53% | 59 |
|
|
2017
Q1 | $675K | Sell |
21,674
-212
| -1% | -$6.6K | 0.44% | 67 |
|
|
2016
Q4 | $598K | Buy |
21,886
+2,496
| +13% | +$68.2K | 0.4% | 69 |
|
|
2016
Q3 | $638K | Buy |
19,390
+1,755
| +10% | +$57.7K | 0.44% | 69 |
|
|
2016
Q2 | $532K | Buy |
+17,635
| New | +$532K | 0.39% | 69 |
|