Gladstone Institutional 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 | – | Sell |
-2,875
| Closed | -$211K | – | 756 |
|
|
2025
Q1 | $211K | Buy |
+2,875
| New | +$211K | 0.01% | 681 |
|
|
2024
Q4 | – | Sell |
-2,893
| Closed | -$225K | – | 699 |
|
|
2024
Q3 | $225K | Buy |
2,893
+199
| +7% | +$15.5K | 0.01% | 627 |
|
|
2024
Q2 | $210K | Buy |
+2,694
| New | +$210K | 0.01% | 616 |
|
|
2022
Q2 | – | Sell |
-3,209
| Closed | -$213K | – | 653 |
|
|
2022
Q1 | $213K | Sell |
3,209
-754
| -19% | -$50K | 0.01% | 654 |
|
|
2021
Q4 | $231K | Buy |
+3,963
| New | +$231K | 0.02% | 530 |
|
|
2020
Q4 | – | Sell |
-6,562
| Closed | -$360K | – | 302 |
|
|
2020
Q3 | $360K | Buy |
+6,562
| New | +$360K | 0.09% | 175 |
|