Summit Trail Advisors’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $945K | Buy |
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|
2025
Q2 | $793K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $598K | Sell |
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|
2024
Q2 | $670K | Buy |
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|
2024
Q1 | $436K | Sell |
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|
2023
Q4 | $474K | Buy |
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|
2023
Q3 | $458K | Sell |
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|
2023
Q2 | $718K | Buy |
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|
2023
Q1 | $354K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $239K | Sell |
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|
2021
Q4 | $263K | Buy |
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|
2021
Q3 | $216K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $186K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $302K | Buy |
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|
2017
Q4 | $578K | Buy |
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