AstraZeneca shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of AstraZeneca (AZN) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in AstraZeneca
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Quarterly reported holdings in AstraZeneca by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $475k | 5.2k | 91.92 |
| 2025-09-30 | $399k | 5.2k | 76.72 |
| 2025-06-30 | $366k | 5.2k | 69.89 |
| 2025-03-31 | $398k | 5.4k | 73.51 |
| 2024-12-31 | $351k | 5.4k | 65.52 |
| 2024-09-30 | $420k | 5.4k | 77.90 |
| 2024-06-30 | $425k | 5.4k | 77.99 |
| 2024-03-31 | $369k | 5.4k | 67.75 |
| 2023-12-31 | $381k | 5.7k | 67.35 |
| 2023-09-30 | $383k | 5.7k | 67.72 |
| 2023-06-30 | $405k | 5.7k | 71.58 |
| 2023-03-31 | $376k | 5.4k | 69.42 |
| 2022-12-31 | $369k | 5.4k | 67.80 |
| 2022-09-30 | $360k | 6.6k | 54.77 |
| 2022-06-30 | $435k | 6.6k | 66.14 |
| 2022-03-31 | $436k | 6.6k | 66.29 |
| 2021-12-31 | $383k | 6.6k | 58.24 |
| 2021-09-30 | $703k | 12k | 60.08 |
| 2021-06-30 | $679k | 11k | 59.89 |
| 2021-03-31 | $572k | 12k | 49.76 |
| 2020-12-31 | $580k | 12k | 50.00 |
| 2020-09-30 | $601k | 11k | 54.84 |
| 2020-06-30 | $237k | 4.5k | 52.93 |
| 2019-06-30 | $248k | 6.0k | 41.25 |
| 2018-12-31 | $321k | 8.5k | 37.91 |
More positions owned by Institute For Wealth Management
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