AstraZeneca shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of AstraZeneca (AZN) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in AstraZeneca
Tip: Access up to 7 years of quarterly data
All positions including AstraZeneca held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in AstraZeneca by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $390k | 5.1k | 76.72 |
| 2025-06-30 | $357k | 5.1k | 69.88 |
| 2025-03-31 | $374k | 5.1k | 73.50 |
| 2024-12-31 | $283k | 4.3k | 65.52 |
| 2024-09-30 | $185k | 2.4k | 77.91 |
| 2024-06-30 | $181k | 2.3k | 77.99 |
| 2024-03-31 | $170k | 2.5k | 67.75 |
| 2023-12-31 | $151k | 2.2k | 67.35 |
| 2023-09-30 | $153k | 2.3k | 67.72 |
| 2023-06-30 | $161k | 2.3k | 71.57 |
| 2023-03-31 | $150k | 2.2k | 69.41 |
| 2022-12-31 | $146k | 2.2k | 67.80 |
| 2022-09-30 | $121k | 2.2k | 54.68 |
| 2022-06-30 | $159k | 2.4k | 66.11 |
| 2022-03-31 | $154k | 2.3k | 66.49 |
| 2021-12-31 | $115k | 2.0k | 58.29 |
| 2021-09-30 | $109k | 1.8k | 60.09 |
| 2021-06-30 | $60k | 1.0k | 60.00 |
| 2021-03-31 | $50k | 1.0k | 50.00 |
| 2020-12-31 | $50k | 1.0k | 49.90 |
| 2020-09-30 | $55k | 1.0k | 54.89 |
| 2020-06-30 | $0 | 2 | 0.00 |
| 2018-09-30 | $3.0k | 83 | 36.14 |
| 2017-09-30 | $7.0k | 202 | 34.65 |
| 2017-06-30 | $7.0k | 202 | 34.65 |
| 2014-06-30 | $36k | 490 | 73.47 |