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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All positions including AstraZeneca held by Holistic Financial Partners consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |
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