AstraZeneca shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of AstraZeneca (AZN) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in AstraZeneca
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Quarterly reported holdings in AstraZeneca by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 18k | 76.72 |
| 2025-06-30 | $3.5M | 2.3M | 1.49 |
| 2025-03-31 | $1.1M | 16k | 73.50 |
| 2024-12-31 | $956k | 15k | 65.52 |
| 2024-09-30 | $1.2M | 16k | 77.91 |
| 2024-06-30 | $1.3M | 16k | 77.99 |
| 2024-03-31 | $1.1M | 16k | 71.20 |
| 2023-12-31 | $1.0M | 15k | 67.35 |
| 2023-09-30 | $1.1M | 17k | 67.72 |
| 2023-06-30 | $1.2M | 17k | 71.57 |
| 2023-03-31 | $1.1M | 16k | 69.41 |
| 2022-12-31 | $923k | 14k | 67.80 |
| 2022-09-30 | $542k | 9.9k | 54.89 |
| 2022-06-30 | $662k | 10k | 66.05 |
| 2022-03-31 | $705k | 11k | 66.30 |
| 2021-12-31 | $565k | 9.7k | 58.21 |
| 2021-09-30 | $588k | 9.8k | 60.05 |
| 2021-03-31 | $135k | 2.7k | 49.82 |
| 2020-12-31 | $154k | 3.1k | 50.02 |
| 2020-09-30 | $165k | 3.0k | 54.78 |
| 2020-06-30 | $218k | 4.1k | 52.81 |
| 2020-03-31 | $116k | 2.6k | 44.63 |
| 2019-12-31 | $126k | 2.5k | 49.88 |
| 2019-09-30 | $113k | 2.5k | 44.38 |
| 2019-06-30 | $165k | 4.0k | 41.29 |
| 2019-03-31 | $162k | 4.0k | 40.54 |
| 2018-12-31 | $152k | 4.0k | 38.04 |
| 2018-09-30 | $147k | 3.8k | 38.62 |
| 2018-06-30 | $157k | 4.0k | 39.06 |
| 2018-03-31 | $218k | 6.2k | 35.03 |
| 2017-12-31 | $158k | 4.5k | 34.80 |
| 2017-09-30 | $133k | 3.9k | 33.98 |