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