Sanders Morris Harris’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	-12,929	Closed	-$940K	–	174
2025 Q1	$940K	Hold	12,929	–	–	0.15%	96
2024 Q4	$848K	Buy	12,929 +557	+5%	+$36.5K	0.13%	114
2024 Q3	$964K	Hold	12,372	–	–	0.16%	95
2024 Q2	$965K	Hold	12,372	–	–	0.16%	90
2024 Q1	$838K	Buy	12,372 +550	+5%	+$37.3K	0.15%	105
2023 Q4	$816K	Sell	11,822 -550	-4%	-$38K	0.4%	61
2023 Q3	$823K	Hold	12,372	–	–	0.17%	88
2023 Q2	$811K	Buy	+12,372	New	+$811K	0.18%	84
2021 Q3	–	Sell	-9,500	Closed	-$569K	–	311
2021 Q2	$569K	Hold	9,500	–	–	0.11%	156
2021 Q1	$472K	Sell	9,500 -4,100	-30%	-$204K	0.1%	166
2020 Q4	$684K	Hold	13,600	–	–	0.16%	114
2020 Q3	$744K	Buy	13,600 +1,930	+17%	+$106K	0.2%	105
2020 Q2	$618K	Buy	+11,670	New	+$618K	0.3%	43
2020 Q1	–	Sell	-11,200	Closed	-$475K	–	161
2019 Q4	$475K	Hold	11,200	–	–	0.11%	164
2019 Q3	$494K	Buy	11,200 +2,200	+24%	+$97K	0.12%	143
2019 Q2	$372K	Hold	9,000	–	–	0.1%	185
2019 Q1	$364K	Hold	9,000	–	–	0.18%	75
2018 Q4	$342K	Hold	9,000	–	–	0.19%	73
2018 Q3	$356K	Hold	9,000	–	–	0.17%	86
2018 Q2	$316K	Hold	9,000	–	–	0.15%	91
2018 Q1	$315K	Hold	9,000	–	–	0.13%	98
2017 Q4	$312K	Hold	9,000	–	–	0.13%	85
2017 Q3	$305K	Hold	9,000	–	–	0.13%	95
2017 Q2	$307K	Hold	9,000	–	–	0.13%	88
2017 Q1	$280K	Hold	9,000	–	–	0.1%	104
2016 Q4	$246K	Hold	9,000	–	–	0.11%	93
2016 Q3	$296K	Hold	9,000	–	–	0.09%	115
2016 Q2	$272K	Sell	9,000 -38,870	-81%	-$1.17M	0.06%	188
2016 Q1	$1.35M	Buy	+47,870	New	+$1.35M	0.23%	99