AstraZeneca shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of AstraZeneca (AZN) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in AstraZeneca
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Quarterly reported holdings in AstraZeneca by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.6M | 86k | 76.72 |
| 2025-06-30 | $6.0M | 86k | 69.88 |
| 2025-03-31 | $6.5M | 88k | 73.50 |
| 2024-12-31 | $5.8M | 88k | 65.52 |
| 2024-09-30 | $6.6M | 84k | 77.91 |
| 2024-06-30 | $6.7M | 86k | 77.99 |
| 2024-03-31 | $6.7M | 98k | 67.75 |
| 2023-12-31 | $6.6M | 98k | 67.35 |
| 2023-09-30 | $5.7M | 84k | 67.72 |
| 2023-06-30 | $2.0M | 28k | 71.57 |
| 2023-03-31 | $5.8M | 84k | 69.41 |
| 2022-12-31 | $6.0M | 86k | 69.71 |
| 2022-09-30 | $5.1M | 74k | 68.76 |
| 2022-03-31 | $5.0M | 75k | 66.21 |
More positions owned by WealthPlan Investment Management
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