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AstraZeneca shares owned by SFMG Wealth Advisors

Quarter-by-quarter ownership of AstraZeneca (AZN) shares owned by SFMG Wealth Advisors from 13F filings

Historical chart of SFMG Wealth Advisors investment in AstraZeneca

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All positions including AstraZeneca held by SFMG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in AstraZeneca by SFMG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $227k 2.9k 77.91
2024-06-30 $220k 2.8k 77.99
2024-03-31 $258k 3.8k 67.75
2023-12-31 $253k 3.8k 67.35
2023-09-30 $256k 3.8k 67.72
2023-06-30 $268k 3.7k 71.57
2023-03-31 $299k 4.3k 69.41
2022-12-31 $280k 4.1k 67.79
2022-09-30 $237k 4.3k 55.03
2022-06-30 $275k 4.2k 66.04
2022-03-31 $276k 4.2k 66.28
2021-12-31 $260k 4.5k 58.18
2021-09-30 $381k 6.3k 60.05
2021-06-30 $299k 5.0k 59.91
2021-03-31 $248k 5.0k 49.69
2020-12-31 $281k 5.6k 49.91
2020-09-30 $278k 5.1k 54.80
2020-06-30 $205k 3.9k 52.89
2013-03-31 $47k 941 49.95
2012-12-31 $4.0k 91 43.96
2012-06-30 $9.0k 200 45.00