AstraZeneca shares owned by Holistic Financial Partners
Quarter-by-quarter ownership of AstraZeneca (AZN) shares owned by Holistic Financial Partners
from 13F filings
Historical chart of Holistic Financial Partners investment in AstraZeneca
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Quarterly reported holdings in AstraZeneca by Holistic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $386k | 4.2k | 91.93 |
| 2025-09-30 | $349k | 4.5k | 76.72 |
| 2025-06-30 | $291k | 4.2k | 69.88 |
| 2025-03-31 | $214k | 2.9k | 73.50 |
| 2024-09-30 | $318k | 4.1k | 77.91 |
| 2024-06-30 | $455k | 5.8k | 77.99 |
| 2024-03-31 | $434k | 6.4k | 67.75 |
| 2023-12-31 | $415k | 6.2k | 67.35 |
| 2023-09-30 | $442k | 6.5k | 67.72 |
| 2023-06-30 | $436k | 6.1k | 71.57 |
| 2023-03-31 | $441k | 6.4k | 69.41 |
| 2022-12-31 | $353k | 5.2k | 67.80 |
| 2022-09-30 | $319k | 5.8k | 54.88 |
| 2022-06-30 | $265k | 4.0k | 66.05 |
| 2022-03-31 | $266k | 4.0k | 66.30 |
More positions owned by Holistic Financial Partners
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