Institute For Wealth Management, Llc. Astrazeneca PLC Transaction History

Institute For Wealth Management, Llc.

$874 Million
Q2 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Astrazeneca PLC stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 5,234 shares of AZN stock, worth $400,872. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,234

Previous 5,420 3.43%

Holding current value

$400,872

Previous $398,000 8.29%

% of portfolio

0.04%

Previous 0.05%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	SELL	$64.87 - $75.0 $12,065 - $13,950	-186 Reduced 3.43%	5,234 $365,000
Q1 2025 Apr 21, 2025	BUY	$65.37 - $77.96 $4,379 - $5,223	67 Added 1.25%	5,420 $398,000
Q4 2024 Jan 23, 2025	SELL	$63.2 - $79.58 $2,464 - $3,103	-39 Reduced 0.72%	5,353 $350,000
Q3 2024 Nov 12, 2024	SELL	$76.67 - $87.62 $3,910 - $4,468	-51 Reduced 0.94%	5,392 $420,000
Q1 2024 Apr 30, 2024	SELL	$61.03 - $69.57 $12,755 - $14,540	-209 Reduced 3.7%	5,443 $368,000
Q4 2023 Jan 31, 2024	SELL	$61.89 - $69.28 $185 - $207	-3 Reduced 0.05%	5,652 $380,000
Q2 2023 Jul 25, 2023	BUY	$69.91 - $75.81 $16,498 - $17,891	236 Added 4.36%	5,655 $404,000
Q1 2023 Apr 20, 2023	SELL	$63.15 - $71.6 $1,641 - $1,861	-26 Reduced 0.48%	5,419 $376,000
Q4 2022 Feb 02, 2023	SELL	$54.21 - $70.44 $61,148 - $79,456	-1,128 Reduced 17.16%	5,445 $369,000
Q3 2022 Oct 18, 2022	SELL	$53.02 - $135.75 $212 - $543	-4 Reduced 0.06%	6,573 $360,000
Q1 2022 Apr 29, 2022	BUY	$55.72 - $67.12 $55 - $67	1 Added 0.02%	6,577 $436,000
Q4 2021 Jan 21, 2022	SELL	$54.02 - $63.83 $276,852 - $327,128	-5,125 Reduced 43.8%	6,576 $383,000
Q3 2021 Nov 15, 2021	BUY	$55.56 - $60.79 $20,223 - $22,127	364 Added 3.21%	11,701 $703,000
Q2 2021 Jul 21, 2021	SELL	$48.42 - $60.18 $7,698 - $9,568	-159 Reduced 1.38%	11,337 $679,000
Q1 2021 May 04, 2021	SELL	$47.16 - $54.44 $4,904 - $5,661	-104 Reduced 0.9%	11,496 $572,000
Q4 2020 Feb 01, 2021	BUY	$48.52 - $58.02 $31,052 - $37,132	640 Added 5.84%	11,600 $580,000
Q3 2020 Nov 03, 2020	BUY	$53.07 - $61.1 $343,999 - $396,050	6,482 Added 144.75%	10,960 $601,000
Q2 2020 Jul 30, 2020	BUY	$43.1 - $55.31 $193,001 - $247,678	4,478 New	4,478 $237,000
Q3 2019 Oct 28, 2019	SELL	$40.12 - $45.47 $241,201 - $273,365	-6,012 Closed	0 $0
Q2 2019 Aug 02, 2019	BUY	$37.28 - $41.68 $224,127 - $250,580	6,012 New	6,012 $248,000
Q1 2019 May 15, 2019	SELL	$35.49 - $43.02 $300,529 - $364,293	-8,468 Closed	0 $0
Q4 2018 Feb 08, 2019	BUY	$36.86 - $41.49 $312,130 - $351,337	8,468 New	8,468 $321,000

Others Institutions Holding AZN

# of Institutions

1,422

Shares Held

505M

Call Options Held

9.82M

Put Options Held

3.14M

View Full List

About ASTRAZENECA PLC

Ticker AZN
Exchange OTC
Sector Healthcare
Industry Drug Manufacturers—General
Shares Outstandng 3,099,020,032
Market Cap $237B
Description
AstraZeneca PLC, a biopharmaceutical company, focuses on the discovery, development, manufacturing, and commercialization of prescription medicines. Its marketed products include Calquence, Enhertu, Faslodex, Imfinzi, Iressa, Koselugo, Lumoxiti, Lynparza, Orpathys, Tagrisso, and Zoladex for oncology; Brilinta/Brilique, Bydureon/Byetta, BCise, By...

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Institute For Wealth Management, Llc. Astrazeneca PLC Transaction History