ATWA
Arbor Trust Wealth Advisors’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-690
| Closed | -$215K | – | 85 |
|
|
2025
Q1 | $215K | Buy |
+690
| New | +$215K | 0.1% | 90 |
|
|
2024
Q4 | – | Sell |
-983
| Closed | -$307K | – | 94 |
|
|
2024
Q3 | $307K | Hold |
983
| – | – | 0.16% | 79 |
|
|
2024
Q2 | $307K | Sell |
983
-790
| -45% | -$247K | 0.16% | 79 |
|
|
2024
Q1 | $472K | Sell |
1,773
-51
| -3% | -$13.6K | 0.26% | 66 |
|
|
2023
Q4 | $525K | Buy |
1,824
+35
| +2% | +$10.1K | 0.31% | 64 |
|
|
2023
Q3 | $481K | Sell |
1,789
-11
| -0.6% | -$2.96K | 0.32% | 62 |
|
|
2023
Q2 | $400K | Sell |
1,800
-6
| -0.3% | -$1.33K | 0.25% | 64 |
|
|
2023
Q1 | $437K | Sell |
1,806
-60
| -3% | -$14.5K | 0.29% | 62 |
|
|
2022
Q4 | $490K | Hold |
1,866
| – | – | 0.34% | 56 |
|
|
2022
Q3 | $422K | Sell |
1,866
-150
| -7% | -$33.9K | 0.32% | 61 |
|
|
2022
Q2 | $490K | Sell |
2,016
-34
| -2% | -$8.26K | 0.34% | 62 |
|
|
2022
Q1 | $496K | Sell |
2,050
-125
| -6% | -$30.2K | 0.3% | 66 |
|
|
2021
Q4 | $489K | Sell |
2,175
-20
| -0.9% | -$4.5K | 0.28% | 64 |
|
|
2021
Q3 | $467K | Sell |
2,195
-15
| -0.7% | -$3.19K | 0.29% | 64 |
|
|
2021
Q2 | $539K | Sell |
2,210
-60
| -3% | -$14.6K | 0.34% | 59 |
|
|
2021
Q1 | $559K | Sell |
2,270
-80
| -3% | -$19.7K | 0.37% | 58 |
|
|
2020
Q4 | $540K | Sell |
2,350
-55
| -2% | -$12.6K | 0.39% | 55 |
|
|
2020
Q3 | $611K | Buy |
2,405
+5
| +0.2% | +$1.27K | 0.53% | 45 |
|
|
2020
Q2 | $566K | Sell |
2,400
-190
| -7% | -$44.8K | 0.51% | 50 |
|
|
2020
Q1 | $525K | Sell |
2,590
-105
| -4% | -$21.3K | 0.55% | 47 |
|
|
2019
Q4 | $650K | Buy |
+2,695
| New | +$650K | 0.56% | 50 |
|