BWP
Baldwin Wealth Partners’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $905K | Sell |
3,240
-678
| -17% | -$189K | 0.06% | 105 |
|
|
2025
Q1 | $1.22M | Sell |
3,918
-230
| -6% | -$71.7K | 0.09% | 93 |
|
|
2024
Q4 | $1.08M | Sell |
4,148
-1,282
| -24% | -$334K | 0.07% | 103 |
|
|
2024
Q3 | $1.75M | Buy |
5,430
+1,708
| +46% | +$550K | 0.12% | 94 |
|
|
2024
Q2 | $1.16M | Sell |
3,722
-121
| -3% | -$37.8K | 0.09% | 94 |
|
|
2024
Q1 | $1.09M | Sell |
3,843
-241
| -6% | -$68.5K | 0.08% | 106 |
|
|
2023
Q4 | $1.18M | Sell |
4,084
-48
| -1% | -$13.8K | 0.09% | 100 |
|
|
2023
Q3 | $1.11M | Sell |
4,132
-51
| -1% | -$13.7K | 0.1% | 105 |
|
|
2023
Q2 | $929K | Sell |
4,183
-374
| -8% | -$83K | 0.08% | 114 |
|
|
2023
Q1 | $1.1M | Hold |
4,557
| – | – | 0.1% | 107 |
|
|
2022
Q4 | $1.2M | Buy |
4,557
+3,117
| +216% | +$819K | 0.11% | 107 |
|
|
2022
Q3 | $325K | Sell |
1,440
-140
| -9% | -$31.6K | 0.04% | 134 |
|
|
2022
Q2 | $384K | Sell |
1,580
-630
| -29% | -$153K | 0.05% | 128 |
|
|
2022
Q1 | $534K | Sell |
2,210
-1,262
| -36% | -$305K | 0.06% | 112 |
|
|
2021
Q4 | $781K | Buy |
3,472
+342
| +11% | +$76.9K | 0.08% | 91 |
|
|
2021
Q3 | $666K | Sell |
3,130
-13,197
| -81% | -$2.81M | 0.07% | 92 |
|
|
2021
Q2 | $3.98M | Sell |
16,327
-40,466
| -71% | -$9.86M | 0.43% | 48 |
|
|
2021
Q1 | $14.1M | Sell |
56,793
-991
| -2% | -$247K | 1.68% | 21 |
|
|
2020
Q4 | $13.3M | Sell |
57,784
-5,049
| -8% | -$1.16M | 1.67% | 22 |
|
|
2020
Q3 | $16M | Sell |
62,833
-920
| -1% | -$234K | 2.18% | 12 |
|
|
2020
Q2 | $15M | Buy |
63,753
+183
| +0.3% | +$43.2K | 2.21% | 12 |
|
|
2020
Q1 | $12.9M | Buy |
63,570
+2,329
| +4% | +$472K | 2.26% | 14 |
|
|
2019
Q4 | $14.8M | Sell |
61,241
-625
| -1% | -$151K | 2.06% | 14 |
|
|
2019
Q3 | $12M | Sell |
61,866
-4,187
| -6% | -$810K | 1.8% | 19 |
|
|
2019
Q2 | $12.2M | Sell |
66,053
-2,041
| -3% | -$376K | 1.79% | 17 |
|
|
2019
Q1 | $12.9M | Sell |
68,094
-3,687
| -5% | -$700K | 1.93% | 15 |
|
|
2018
Q4 | $14M | Buy |
71,781
+346
| +0.5% | +$67.4K | 2.34% | 11 |
|
|
2018
Q3 | $14.8M | Buy |
71,435
+5,464
| +8% | +$1.13M | 2.07% | 11 |
|
|
2018
Q2 | $12.2M | Buy |
65,971
+293
| +0.4% | +$54.1K | 1.89% | 16 |
|
|
2018
Q1 | $11.2M | Sell |
65,678
-10,076
| -13% | -$1.72M | 1.81% | 16 |
|
|
2017
Q4 | $13.2M | Buy |
75,754
+447
| +0.6% | +$77.7K | 2.05% | 12 |
|
|
2017
Q3 | $14M | Sell |
75,307
-3,615
| -5% | -$674K | 2.26% | 12 |
|
|
2017
Q2 | $13.6M | Sell |
78,922
-2,160
| -3% | -$372K | 2.19% | 13 |
|
|
2017
Q1 | $13.3M | Buy |
81,082
+11,291
| +16% | +$1.85M | 2.19% | 11 |
|
|
2016
Q4 | $10.2M | Buy |
69,791
+3,780
| +6% | +$553K | 1.84% | 21 |
|
|
2016
Q3 | $11M | Buy |
66,011
+2,085
| +3% | +$348K | 2% | 18 |
|
|
2016
Q2 | $9.73M | Sell |
63,926
-9,764
| -13% | -$1.49M | 2% | 15 |
|
|
2016
Q1 | $11M | Buy |
73,690
+6,867
| +10% | +$1.03M | 1.98% | 12 |
|
|
2015
Q4 | $10.8M | Sell |
66,823
-750
| -1% | -$122K | 1.77% | 13 |
|
|
2015
Q3 | $9.35M | Buy |
67,573
+3,303
| +5% | +$457K | 1.58% | 18 |
|
|
2015
Q2 | $9.87M | Buy |
64,270
+4,352
| +7% | +$668K | 1.46% | 21 |
|
|
2015
Q1 | $9.58M | Sell |
59,918
-9,485
| -14% | -$1.52M | 1.41% | 26 |
|
|
2014
Q4 | $11.1M | Sell |
69,403
-640
| -0.9% | -$102K | 1.6% | 20 |
|
|
2014
Q3 | $9.84M | Buy |
70,043
+1,414
| +2% | +$199K | 1.4% | 22 |
|
|
2014
Q2 | $8.12M | Sell |
68,629
-16,007
| -19% | -$1.89M | 1.21% | 26 |
|
|
2014
Q1 | $10.4M | Buy |
84,636
+154
| +0.2% | +$19K | 1.68% | 15 |
|
|
2013
Q4 | $9.64M | Buy |
84,482
+3,859
| +5% | +$440K | 1.55% | 14 |
|
|
2013
Q3 | $9.02M | Sell |
80,623
-64
| -0.1% | -$7.16K | 1.65% | 15 |
|
|
2013
Q2 | $7.96M | Buy |
+80,687
| New | +$7.96M | 1.57% | 17 |
|