Cape Investment Advisory’s AstraZeneca AZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.53K Sell
122
-3
-2% -$210 ﹤0.01% 662
2025
Q1
$9.19K Hold
125
﹤0.01% 626
2024
Q4
$8.19K Hold
125
﹤0.01% 627
2024
Q3
$9.74K Hold
125
﹤0.01% 574
2024
Q2
$9.75K Buy
+125
New +$9.75K ﹤0.01% 530