Wealthspire Advisors, LLC Astrazeneca PLC Transaction History

Wealthspire Advisors, LLC

$9.93 Billion
Q4 2024

A detailed history of Wealthspire Advisors, LLC transactions in Astrazeneca PLC stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 3,577 shares of AZN stock, worth $265,484. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,577

Previous 4,819 25.77%

Holding current value

$265,484

Previous $375,000 37.6%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	SELL	$63.2 - $79.58 $78,494 - $98,838	-1,242 Reduced 25.77%	3,577 $234,000
Q3 2024 Nov 13, 2024	BUY	$76.67 - $87.62 $31,434 - $35,924	410 Added 9.3%	4,819 $375,000
Q2 2024 Aug 08, 2024	SELL	$66.81 - $80.83 $35,142 - $42,516	-526 Reduced 10.66%	4,409 $343,000
Q1 2024 May 06, 2024	BUY	$61.03 - $69.57 $793 - $904	13 Added 0.26%	4,935 $334,000
Q4 2023 Feb 06, 2024	SELL	$61.89 - $69.28 $199,657 - $223,497	-3,226 Reduced 39.59%	4,922 $331,000
Q3 2023 Nov 06, 2023	BUY	$64.85 - $71.7 $71,788 - $79,371	1,107 Added 15.72%	8,148 $551,000
Q2 2023 Jul 31, 2023	BUY	$69.91 - $75.81 $492,236 - $533,778	7,041 New	7,041 $503,000
Q4 2022 Feb 13, 2023	BUY	$54.21 - $70.44 $373,940 - $485,895	6,898 New	6,898 $467,000
Q2 2021 Aug 13, 2021	SELL	$48.42 - $60.18 $281,465 - $349,826	-5,813 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$47.16 - $54.44 $33,530 - $38,706	711 Added 13.94%	5,813 $289,000
Q4 2020 Feb 16, 2021	BUY	$48.52 - $58.02 $40,077 - $47,924	826 Added 19.32%	5,102 $255,000
Q3 2020 Nov 16, 2020	BUY	$53.07 - $61.1 $9,128 - $10,509	172 Added 4.19%	4,276 $234,000
Q2 2020 Aug 14, 2020	SELL	$43.1 - $55.31 $673,437 - $864,218	-15,625 Reduced 79.2%	4,104 $217,000
Q1 2020 May 12, 2020	BUY	$37.79 - $51.33 $745,558 - $1.01 Million	19,729 New	19,729 $881,000
Q1 2019 May 08, 2019	SELL	$35.49 - $43.02 $37,051 - $44,912	-1,044 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$36.86 - $41.49 $38,481 - $43,315	1,044 New	1,044 $40,000

Others Institutions Holding AZN

# of Institutions

1,356

Shares Held

512M

Call Options Held

6.08M

Put Options Held

4.44M

View Full List

About ASTRAZENECA PLC

Ticker AZN
Exchange OTC
Sector Healthcare
Industry Drug Manufacturers—General
Shares Outstandng 3,099,020,032
Market Cap $230B
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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Wealthspire Advisors, LLC Astrazeneca PLC Transaction History