Pin Oak Investment 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 | $11K | Hold |
154
| – | – | 0.01% | 320 |
|
|
2025
Q1 | $11K | Buy |
154
+75
| +95% | +$5.36K | 0.01% | 315 |
|
|
2024
Q4 | $6K | Hold |
79
| – | – | 0.01% | 370 |
|
|
2024
Q3 | $6K | Hold |
79
| – | – | 0.01% | 369 |
|
|
2024
Q2 | $6K | Sell |
79
-370
| -82% | -$28.1K | 0.01% | 363 |
|
|
2024
Q1 | $30K | Hold |
449
| – | – | 0.03% | 222 |
|
|
2023
Q4 | $30K | Buy |
449
+370
| +468% | +$24.7K | 0.03% | 218 |
|
|
2023
Q3 | $5K | Hold |
79
| – | – | 0.01% | 371 |
|
|
2023
Q2 | $6K | Buy |
+79
| New | +$6K | 0.01% | 351 |
|
|
2020
Q4 | – | Sell |
-100
| Closed | -$5K | – | 417 |
|
|
2020
Q3 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 350 |
|
|
2020
Q1 | – | Sell |
-280
| Closed | -$14K | – | 399 |
|
|
2019
Q4 | $14K | Hold |
280
| – | – | 0.01% | 289 |
|
|
2019
Q3 | $12K | Hold |
280
| – | – | 0.01% | 306 |
|
|
2019
Q2 | $12K | Buy |
+280
| New | +$12K | 0.01% | 327 |
|
|
2018
Q4 | – | Sell |
-310
| Closed | -$12K | – | 429 |
|
|
2018
Q3 | $12K | Sell |
310
-203
| -40% | -$7.86K | 0.01% | 300 |
|
|
2018
Q2 | $18K | Sell |
513
-93
| -15% | -$3.26K | 0.01% | 275 |
|
|
2018
Q1 | $21K | Sell |
606
-95
| -14% | -$3.29K | 0.02% | 263 |
|
|
2017
Q4 | $24K | Buy |
+701
| New | +$24K | 0.02% | 259 |
|