Number of Shares
117,654.00
Current Holdings Value*
$8.65 Mil
% of Portfolio
2.1%
Total Estimate Gain
$586,989.65
% of Total Estimate Gain
7.32%

Altrius Capital Management Inc's AstraZeneca PLC Holding Summary

As of 2025-03-31, Altrius Capital Management Inc held 117,654.00 shares of AstraZeneca PLC(AZN), totaling $8.65 Mil. This investment constitutes 2.1% of their stock portfolio, and Altrius Capital Management Inc now holds 0% of the outstanding AstraZeneca PLC(AZN) stock.

The initial trade took place in 2022Q2. And since then Altrius Capital Management Inc has made 8 purchases of AZN, at an average price of $65.80, for a total of 121,908.00 shares. In addition, there have been 3 sales at an average price of $79.52 for 4,254.00 shares. Based on historical transaction data and AZN's current price of $70.29, Altrius Capital Management Inc's estimated gain on his AZN holdings is $586,989.65, reflecting a 7.32% gain to date.

Altrius Capital Management Inc AZN ($70.29) Holding Chart

Altrius Capital Management Inc AZN ($70.29) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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