Orca Wealth Management, LLC AZN Holdings History
Number of Shares
70,134.00
Current Holdings Value*
$5.15 Mil
% of Portfolio
4.61%
Total Estimate Gain
$-77,444.02
% of Total Estimate Gain
-1.58%
Orca Wealth Management, LLC's AstraZeneca PLC Holding Summary
As of 2025-03-31, Orca Wealth Management, LLC held 70,134.00 shares of AstraZeneca PLC(AZN), totaling $5.15 Mil. This investment constitutes 4.61% of their stock portfolio, and Orca Wealth Management, LLC now holds 0% of the outstanding AstraZeneca PLC(AZN) stock.
The initial trade took place in 2024Q4. And since then Orca Wealth Management, LLC has made 1 purchases of AZN, at an average price of $69.89, for a total of 70,134.00 shares. Based on historical transaction data and AZN's current price of $68.79, Orca Wealth Management, LLC's estimated gain on his AZN holdings is $-77,444.02, reflecting a -1.58% gain to date.
Orca Wealth Management, LLC AZN ($68.79) Holding Chart
Orca Wealth Management, LLC AZN ($68.79) 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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