Number of Shares
432,409.00
Current Holdings Value*
$31.78 Mil
% of Portfolio
0.6%
Total Estimate Gain
$337,443.32
% of Total Estimate Gain
1.08%

Crestwood Advisors Group, LLC's AstraZeneca PLC Holding Summary

As of 2025-03-31, Crestwood Advisors Group, LLC held 432,409.00 shares of AstraZeneca PLC(AZN), totaling $31.78 Mil. This investment constitutes 0.6% of their stock portfolio, and Crestwood Advisors Group, LLC now holds 0.01% of the outstanding AstraZeneca PLC(AZN) stock.

The initial trade took place in 2023Q4. And since then Crestwood Advisors Group, LLC has made 5 purchases of AZN, at an average price of $72.25, for a total of 433,452.00 shares. In addition, there have been 1 sales at an average price of $80.71 for 1,043.00 shares. Based on historical transaction data and AZN's current price of $73.01, Crestwood Advisors Group, LLC's estimated gain on his AZN holdings is $337,443.32, reflecting a 1.08% gain to date.

Crestwood Advisors Group, LLC AZN ($73.01) Holding Chart

Crestwood Advisors Group, LLC AZN ($73.01) 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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