AWM
Aspire Wealth Management’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $443K | Hold |
1,374
| – | – | 0.24% | 69 |
|
|
2024
Q2 | $429K | Hold |
1,374
| – | – | 0.25% | 68 |
|
|
2024
Q1 | $391K | Hold |
1,374
| – | – | 0.24% | 69 |
|
|
2023
Q4 | $396K | Hold |
1,374
| – | – | 0.27% | 62 |
|
|
2023
Q3 | $369K | Hold |
1,374
| – | – | 0.28% | 59 |
|
|
2023
Q2 | $305K | Sell |
1,374
-10
| -0.7% | -$2.22K | 0.23% | 63 |
|
|
2023
Q1 | $335K | Hold |
1,384
| – | – | 0.27% | 63 |
|
|
2022
Q4 | $363K | Sell |
1,384
-40
| -3% | -$10.5K | 0.32% | 55 |
|
|
2022
Q3 | $321K | Hold |
1,424
| – | – | 0.3% | 59 |
|
|
2022
Q2 | $346K | Hold |
1,424
| – | – | 0.32% | 59 |
|
|
2022
Q1 | $344K | Buy |
1,424
+10
| +0.7% | +$2.42K | 0.27% | 61 |
|
|
2021
Q4 | $318K | Buy |
+1,414
| New | +$318K | 0.26% | 63 |
|