AOWM
Alpha Omega Wealth Management’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $515K | Hold |
1,844
| – | – | 0.09% | 148 |
|
|
2025
Q1 | $574K | Sell |
1,844
-6
| -0.3% | -$1.87K | 0.11% | 132 |
|
|
2024
Q4 | $482K | Hold |
1,850
| – | – | 0.09% | 148 |
|
|
2024
Q3 | $596K | Sell |
1,850
-38
| -2% | -$12.2K | 0.11% | 139 |
|
|
2024
Q2 | $590K | Sell |
1,888
-5
| -0.3% | -$1.56K | 0.11% | 137 |
|
|
2024
Q1 | $538K | Hold |
1,893
| – | – | 0.1% | 142 |
|
|
2023
Q4 | $545K | Sell |
1,893
-95
| -5% | -$27.4K | 0.09% | 139 |
|
|
2023
Q3 | $534K | Sell |
1,988
-187
| -9% | -$50.3K | 0.09% | 134 |
|
|
2023
Q2 | $483K | Sell |
2,175
-40
| -2% | -$8.88K | 0.08% | 144 |
|
|
2023
Q1 | $535K | Buy |
2,215
+162
| +8% | +$39.2K | 0.09% | 140 |
|
|
2022
Q4 | $539K | Sell |
2,053
-45
| -2% | -$11.8K | 0.1% | 140 |
|
|
2022
Q3 | $473K | Hold |
2,098
| – | – | 0.09% | 140 |
|
|
2022
Q2 | $510K | Sell |
2,098
-51
| -2% | -$12.4K | 0.09% | 137 |
|
|
2022
Q1 | $520K | Hold |
2,149
| – | – | 0.08% | 151 |
|
|
2021
Q4 | $496K | Hold |
2,149
| – | – | 0.08% | 158 |
|
|
2021
Q3 | $457K | Hold |
2,149
| – | – | 0.07% | 156 |
|
|
2021
Q2 | $524K | Sell |
2,149
-36
| -2% | -$8.78K | 0.09% | 151 |
|
|
2021
Q1 | $544K | Buy |
2,185
+18
| +0.8% | +$4.48K | 0.1% | 142 |
|
|
2020
Q4 | $498K | Sell |
2,167
-82
| -4% | -$18.8K | 0.08% | 141 |
|
|
2020
Q3 | $572K | Buy |
2,249
+226
| +11% | +$57.5K | 0.08% | 121 |
|
|
2020
Q2 | $477K | Hold |
2,023
| – | – | 0.07% | 128 |
|
|
2020
Q1 | $410K | Hold |
2,023
| – | – | 0.08% | 132 |
|
|
2019
Q4 | $488K | Sell |
2,023
-151
| -7% | -$36.4K | 0.08% | 138 |
|
|
2019
Q3 | $481K | Buy |
2,174
+512
| +31% | +$113K | 0.08% | 137 |
|
|
2019
Q2 | $306K | Sell |
1,662
-50
| -3% | -$9.21K | 0.13% | 110 |
|
|
2019
Q1 | $325K | Buy |
1,712
+25
| +1% | +$4.75K | 0.15% | 103 |
|
|
2018
Q4 | $328K | Hold |
1,687
| – | – | 0.17% | 92 |
|
|
2018
Q3 | $350K | Hold |
1,687
| – | – | 0.16% | 92 |
|
|
2018
Q2 | $311K | Buy |
1,687
+275
| +19% | +$50.7K | 0.15% | 96 |
|
|
2018
Q1 | $241K | Hold |
1,412
| – | – | 0.12% | 110 |
|
|
2017
Q4 | $246K | Hold |
1,412
| – | – | 0.12% | 113 |
|
|
2017
Q3 | $263K | Buy |
1,412
+787
| +126% | +$147K | 0.13% | 109 |
|
|
2017
Q2 | $108K | Hold |
625
| – | – | 0.06% | 170 |
|
|
2017
Q1 | $103K | Buy |
625
+100
| +19% | +$16.5K | 0.05% | 170 |
|
|
2016
Q4 | $77K | Buy |
525
+225
| +75% | +$33K | 0.04% | 200 |
|
|
2016
Q3 | $50K | Hold |
300
| – | – | 0.04% | 107 |
|
|
2016
Q2 | $46K | Hold |
300
| – | – | 0.04% | 112 |
|
|
2016
Q1 | $45K | Sell |
300
-150
| -33% | -$22.5K | 0.04% | 110 |
|
|
2015
Q4 | $73K | Buy |
+450
| New | +$73K | 0.06% | 90 |
|