AstraZeneca shares owned by Phillips Wealth Planners
Quarter-by-quarter ownership of AstraZeneca (AZN) shares owned by Phillips Wealth Planners
from 13F filings
Historical chart of Phillips Wealth Planners investment in AstraZeneca
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Quarterly reported holdings in AstraZeneca by Phillips Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $976k | 11k | 85.49 |
| 2025-06-30 | $597k | 8.5k | 70.02 |
| 2025-03-31 | $336k | 5.1k | 66.29 |
| 2024-12-31 | $341k | 5.1k | 67.01 |
| 2024-09-30 | $564k | 7.2k | 78.31 |
| 2024-06-30 | $818k | 11k | 77.75 |
| 2024-03-31 | $731k | 11k | 68.27 |
| 2023-12-31 | $741k | 11k | 66.52 |
| 2023-09-30 | $720k | 11k | 64.42 |
| 2023-06-30 | $946k | 13k | 71.57 |
| 2023-03-31 | $979k | 13k | 73.50 |
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