APWM
Atlas Private Wealth Management’s Amgen AMGN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $204K | Buy |
718
+3
| +0.4% | +$853 | 0.09% | 118 |
|
2023
Q4 | $206K | Buy |
+715
| New | +$206K | 0.1% | 116 |
|
2023
Q2 | – | Sell |
-835
| Closed | -$202K | – | 119 |
|
2023
Q1 | $202K | Buy |
+835
| New | +$202K | 0.12% | 112 |
|
2021
Q2 | – | Sell |
-665
| Closed | -$165K | – | 128 |
|
2021
Q1 | $165K | Hold |
665
| – | – | 0.11% | 124 |
|
2020
Q4 | $153K | Sell |
665
-75
| -10% | -$17.3K | 0.11% | 128 |
|
2020
Q3 | $188K | Hold |
740
| – | – | 0.15% | 112 |
|
2020
Q2 | $175K | Hold |
740
| – | – | 0.14% | 113 |
|
2020
Q1 | $150K | Buy |
740
+1
| +0.1% | +$203 | 0.14% | 121 |
|
2019
Q4 | $178K | Buy |
+739
| New | +$178K | 0.14% | 131 |
|