Strategic 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
$243K Hold
3,480
0.05% 153
2025
Q1
$256K Sell
3,480
-148
-4% -$10.9K 0.05% 166
2024
Q4
$238K Buy
3,628
+104
+3% +$6.81K 0.04% 178
2024
Q3
$275K Hold
3,524
0.05% 181
2024
Q2
$275K Sell
3,524
-1,050
-23% -$81.9K 0.05% 178
2024
Q1
$310K Buy
4,574
+58
+1% +$3.93K 0.06% 171
2023
Q4
$304K Buy
4,516
+16
+0.4% +$1.08K 0.06% 169
2023
Q3
$305K Hold
4,500
0.06% 164
2023
Q2
$322K Hold
4,500
0.06% 154
2023
Q1
$312K Hold
4,500
0.06% 161
2022
Q4
$305K Hold
4,500
0.07% 154
2022
Q3
$246K Hold
4,500
0.05% 164
2022
Q2
$297K Hold
4,500
0.06% 153
2022
Q1
$298K Buy
+4,500
New +$298K 0.05% 161