Lion Street 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 | – | Sell |
-4,957
| Closed | -$364K | – | 275 |
|
|
2025
Q1 | $364K | Sell |
4,957
-820
| -14% | -$60.3K | 0.12% | 181 |
|
|
2024
Q4 | $379K | Buy |
5,777
+665
| +13% | +$43.6K | 0.12% | 174 |
|
|
2024
Q3 | $398K | Buy |
5,112
+1,650
| +48% | +$129K | 0.14% | 164 |
|
|
2024
Q2 | $270K | Buy |
3,462
+185
| +6% | +$14.4K | 0.1% | 210 |
|
|
2024
Q1 | $221K | Hold |
3,277
| – | – | 0.09% | 223 |
|
|
2023
Q4 | $221K | Buy |
+3,277
| New | +$221K | 0.09% | 223 |
|
|
2020
Q2 | – | Sell |
-92
| Closed | -$4K | – | 62 |
|
|
2020
Q1 | $4K | Buy |
+92
| New | +$4K | 0.02% | 270 |
|