A detailed history of Wealth Plan Investment Management, LLC transactions in Astrazeneca PLC stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 84,398 shares of AZN stock, worth $5.44 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
84,398
Previous 85,555 1.35%
Holding current value
$5.44 Million
Previous $6.67 Million 1.44%
% of portfolio
0.71%
Previous 1.09%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

SELL
$76.67 - $87.62 $88,707 - $101,376
-1,157 Reduced 1.35%
84,398 $6.58 Million
Q2 2024

Aug 09, 2024

SELL
$66.81 - $80.83 $853,698 - $1.03 Million
-12,778 Reduced 12.99%
85,555 $6.67 Million
Q4 2023

Jan 05, 2024

BUY
$61.89 - $69.28 $874,753 - $979,203
14,134 Added 16.79%
98,333 $6.62 Million
Q3 2023

Nov 15, 2023

BUY
$64.85 - $71.7 $5.46 Million - $6.04 Million
84,199 New
84,199 $5.7 Million
Q2 2023

Aug 14, 2023

BUY
$69.91 - $75.81 $1.93 Million - $2.09 Million
27,567 Added 4744.75%
28,148 $2.01 Million
Q2 2023

Jul 25, 2023

SELL
$69.91 - $75.81 $5.84 Million - $6.33 Million
-83,509 Reduced 99.31%
581 $41,000
Q1 2023

May 08, 2023

SELL
$63.15 - $71.6 $119,795 - $135,825
-1,897 Reduced 2.21%
84,090 $5.84 Million
Q4 2022

Feb 15, 2023

BUY
$54.21 - $70.44 $625,854 - $813,229
11,545 Added 15.51%
85,987 $5.83 Million
Q3 2022

Dec 12, 2022

SELL
$53.02 - $135.75 $48,301 - $123,668
-911 Reduced 1.21%
74,442 $5.13 Million
Q1 2022

Sep 07, 2022

BUY
$55.72 - $67.12 $4.2 Million - $5.06 Million
75,353 New
75,353 $5 Million

Others Institutions Holding AZN

About ASTRAZENECA PLC


  • Ticker AZN
  • Exchange OTC
  • Sector Healthcare
  • Industry Drug Manufacturers—General
  • Shares Outstandng 3,099,020,032
  • Market Cap $200B
  • 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...
More about AZN
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