Lido Advisors’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.85M | Buy |
83,744
+1,503
| +2% | +$105K | 0.02% | 316 |
|
2025
Q1 | $6.04M | Buy |
82,241
+55,588
| +209% | +$4.09M | 0.03% | 297 |
|
2024
Q4 | $1.75M | Sell |
26,653
-1,495
| -5% | -$98K | 0.01% | 510 |
|
2024
Q3 | $2.19M | Buy |
28,148
+8,073
| +40% | +$629K | 0.01% | 418 |
|
2024
Q2 | $1.57M | Buy |
20,075
+5,725
| +40% | +$447K | 0.01% | 472 |
|
2024
Q1 | $972K | Sell |
14,350
-644
| -4% | -$43.6K | 0.01% | 608 |
|
2023
Q4 | $1.01M | Sell |
14,994
-461
| -3% | -$31K | 0.01% | 563 |
|
2023
Q3 | $1.05M | Buy |
15,455
+327
| +2% | +$22.1K | 0.01% | 478 |
|
2023
Q2 | $1.08M | Buy |
15,128
+963
| +7% | +$68.9K | 0.01% | 462 |
|
2023
Q1 | $983K | Buy |
14,165
+2,834
| +25% | +$197K | 0.01% | 442 |
|
2022
Q4 | $768K | Sell |
11,331
-1,203
| -10% | -$81.6K | 0.01% | 422 |
|
2022
Q3 | $686K | Buy |
12,534
+2,223
| +22% | +$122K | 0.01% | 415 |
|
2022
Q2 | $681K | Sell |
10,311
-397
| -4% | -$26.2K | 0.01% | 389 |
|
2022
Q1 | $710K | Buy |
10,708
+1,352
| +14% | +$89.6K | 0.01% | 427 |
|
2021
Q4 | $544K | Sell |
9,356
-1,707
| -15% | -$99.3K | 0.01% | 515 |
|
2021
Q3 | $664K | Buy |
+11,063
| New | +$664K | 0.01% | 434 |
|
2021
Q1 | – | Sell |
-7,054
| Closed | -$352K | – | 740 |
|
2020
Q4 | $352K | Buy |
+7,054
| New | +$352K | 0.01% | 506 |
|