AWA
ARS Wealth Advisors’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $594K | Buy |
2,437
+30
| +1% | +$7.31K | 0.11% | 78 |
|
|
2021
Q1 | $599K | Buy |
2,407
+90
| +4% | +$22.4K | 0.13% | 62 |
|
|
2020
Q4 | $533K | Buy |
2,317
+1,080
| +87% | +$248K | 0.11% | 70 |
|
|
2020
Q3 | $314K | Hold |
1,237
| – | – | 0.09% | 78 |
|
|
2020
Q2 | $292K | Sell |
1,237
-20
| -2% | -$4.72K | 0.09% | 76 |
|
|
2020
Q1 | $255K | Hold |
1,257
| – | – | 0.11% | 76 |
|
|
2019
Q4 | $303K | Buy |
1,257
+140
| +13% | +$33.7K | 0.09% | 85 |
|
|
2019
Q3 | $216K | Buy |
+1,117
| New | +$216K | 0.07% | 101 |
|
|
2019
Q2 | – | Sell |
-1,167
| Closed | -$222K | – | 110 |
|
|
2019
Q1 | $222K | Buy |
1,167
+125
| +12% | +$23.8K | 0.07% | 101 |
|
|
2018
Q4 | $203K | Buy |
1,042
+30
| +3% | +$5.85K | 0.07% | 100 |
|
|
2018
Q3 | $210K | Buy |
+1,012
| New | +$210K | 0.07% | 111 |
|