BTWM
Baker Tilly Wealth Management’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Buy |
909
+47
| +5% | +$13.1K | 0.09% | 206 |
|
|
2025
Q1 | $269K | Buy |
862
+21
| +2% | +$6.54K | 0.11% | 195 |
|
|
2024
Q4 | $219K | Buy |
841
+4
| +0.5% | +$1.04K | 0.09% | 220 |
|
|
2024
Q3 | $270K | Sell |
837
-667
| -44% | -$215K | 0.12% | 195 |
|
|
2024
Q2 | $470K | Sell |
1,504
-1,442
| -49% | -$451K | 0.19% | 129 |
|
|
2024
Q1 | $838K | Buy |
2,946
+44
| +2% | +$12.5K | 0.15% | 148 |
|
|
2023
Q4 | $836K | Sell |
2,902
-107
| -4% | -$30.8K | 0.14% | 163 |
|
|
2023
Q3 | $809K | Sell |
3,009
-1,482
| -33% | -$398K | 0.13% | 156 |
|
|
2023
Q2 | $997K | Sell |
4,491
-230
| -5% | -$51.1K | 0.1% | 198 |
|
|
2023
Q1 | $1.14M | Sell |
4,721
-1,381
| -23% | -$334K | 0.13% | 177 |
|
|
2022
Q4 | $1.6M | Buy |
6,102
+22
| +0.4% | +$5.78K | 0.2% | 120 |
|
|
2022
Q3 | $1.37M | Sell |
6,080
-31
| -0.5% | -$6.99K | 0.19% | 117 |
|
|
2022
Q2 | $1.49M | Sell |
6,111
-151
| -2% | -$36.7K | 0.2% | 111 |
|
|
2022
Q1 | $1.51M | Buy |
6,262
+346
| +6% | +$83.7K | 0.17% | 124 |
|
|
2021
Q4 | $1.33M | Sell |
5,916
-430
| -7% | -$96.7K | 0.14% | 152 |
|
|
2021
Q3 | $1.35M | Buy |
6,346
+335
| +6% | +$71.2K | 0.18% | 113 |
|
|
2021
Q2 | $1.47M | Buy |
6,011
+33
| +0.6% | +$8.04K | 0.24% | 91 |
|
|
2021
Q1 | $1.49M | Buy |
5,978
+1,983
| +50% | +$493K | 0.3% | 81 |
|
|
2020
Q4 | $919K | Buy |
+3,995
| New | +$919K | 0.28% | 87 |
|