Stonegate Investment Group’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.21M | Buy |
17,252
+941
| +6% | +$65.8K | 0.03% | 164 |
|
2025
Q1 | $1.2M | Sell |
16,311
-7
| -0% | -$515 | 0.03% | 144 |
|
2024
Q4 | $1.07M | Sell |
16,318
-100
| -0.6% | -$6.55K | 0.03% | 149 |
|
2024
Q3 | $1.28M | Buy |
16,418
+1,493
| +10% | +$116K | 0.03% | 151 |
|
2024
Q2 | $1.16M | Buy |
14,925
+784
| +6% | +$61.1K | 0.03% | 156 |
|
2024
Q1 | $958K | Buy |
14,141
+919
| +7% | +$62.3K | 0.03% | 167 |
|
2023
Q4 | $891K | Buy |
13,222
+3,824
| +41% | +$258K | 0.03% | 164 |
|
2023
Q3 | $636K | Hold |
9,398
| – | – | 0.02% | 184 |
|
2023
Q2 | $673K | Sell |
9,398
-214
| -2% | -$15.3K | 0.02% | 185 |
|
2023
Q1 | $667K | Buy |
9,612
+14
| +0.1% | +$972 | 0.03% | 183 |
|
2022
Q4 | $651K | Sell |
9,598
-98
| -1% | -$6.64K | 0.03% | 181 |
|
2022
Q3 | $532K | Buy |
9,696
+41
| +0.4% | +$2.25K | 0.02% | 178 |
|
2022
Q2 | $638K | Sell |
9,655
-4,838
| -33% | -$320K | 0.03% | 162 |
|
2022
Q1 | $961K | Hold |
14,493
| – | – | 0.03% | 133 |
|
2021
Q4 | $844K | Buy |
+14,493
| New | +$844K | 0.04% | 135 |
|