Kapstone Financial Advisors’s AstraZeneca AZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,618
Closed -$203K 115
2024
Q3
$203K Hold
2,618
0.12% 100
2024
Q2
$204K Buy
+2,618
New +$204K 0.13% 99