AW
Alaethes Wealth’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Buy |
5,208
+285
| +6% | +$79.6K | 0.43% | 76 |
|
|
2025
Q1 | $1.53M | Buy |
4,923
+336
| +7% | +$105K | 0.56% | 67 |
|
|
2024
Q4 | $1.2M | Sell |
4,587
-218
| -5% | -$56.8K | 0.43% | 82 |
|
|
2024
Q3 | $1.55M | Buy |
4,805
+242
| +5% | +$78K | 0.57% | 71 |
|
|
2024
Q2 | $1.43M | Sell |
4,563
-773
| -14% | -$242K | 0.59% | 66 |
|
|
2024
Q1 | $1.52M | Buy |
+5,336
| New | +$1.52M | 0.66% | 62 |
|
|
2022
Q2 | – | Sell |
-40
| Closed | -$10K | – | 114 |
|
|
2022
Q1 | $10K | Hold |
40
| – | – | 0.01% | 220 |
|
|
2021
Q4 | $9K | Sell |
40
-511
| -93% | -$115K | 0.01% | 205 |
|
|
2021
Q3 | $117K | Sell |
551
-2,748
| -83% | -$584K | 0.09% | 105 |
|
|
2021
Q2 | $804K | Sell |
3,299
-18
| -0.5% | -$4.39K | 0.62% | 65 |
|
|
2021
Q1 | $825K | Buy |
+3,317
| New | +$825K | 0.76% | 52 |
|