Sage Mountain 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
$288K Sell
4,122
-356
-8% -$24.9K 0.02% 336
2025
Q1
$329K Buy
4,478
+147
+3% +$10.8K 0.02% 282
2024
Q4
$284K Sell
4,331
-2,570
-37% -$168K 0.02% 303
2024
Q3
$538K Buy
6,901
+411
+6% +$32K 0.05% 190
2024
Q2
$506K Buy
6,490
+473
+8% +$36.9K 0.05% 171
2024
Q1
$408K Buy
6,017
+158
+3% +$10.7K 0.04% 191
2023
Q4
$395K Sell
5,859
-320
-5% -$21.6K 0.05% 160
2023
Q3
$418K Buy
6,179
+2,867
+87% +$194K 0.06% 137
2023
Q2
$237K Sell
3,312
-31
-0.9% -$2.22K 0.03% 217
2023
Q1
$232K Buy
+3,343
New +$232K 0.04% 205