BCWM
Bartlett & Co Wealth Management’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $98.5M | Buy |
352,744
+440
| +0.1% | +$123K | 1.37% | 20 |
|
|
2025
Q1 | $110M | Sell |
352,304
-8,291
| -2% | -$2.58M | 1.62% | 16 |
|
|
2024
Q4 | $94M | Sell |
360,595
-8,246
| -2% | -$2.15M | 1.36% | 18 |
|
|
2024
Q3 | $119M | Sell |
368,841
-4,789
| -1% | -$1.54M | 1.71% | 14 |
|
|
2024
Q2 | $117M | Sell |
373,630
-8,166
| -2% | -$2.55M | 1.77% | 13 |
|
|
2024
Q1 | $109M | Sell |
381,796
-1,445
| -0.4% | -$411K | 1.67% | 15 |
|
|
2023
Q4 | $111M | Buy |
383,241
+1,551
| +0.4% | +$447K | 1.79% | 14 |
|
|
2023
Q3 | $103M | Buy |
381,690
+676
| +0.2% | +$182K | 1.84% | 12 |
|
|
2023
Q2 | $84.6M | Sell |
381,014
-1,510
| -0.4% | -$335K | 1.46% | 18 |
|
|
2023
Q1 | $92.5M | Sell |
382,524
-516
| -0.1% | -$125K | 1.79% | 11 |
|
|
2022
Q4 | $101M | Buy |
383,040
+355
| +0.1% | +$93.2K | 2.02% | 10 |
|
|
2022
Q3 | $86.3M | Sell |
382,685
-1,091
| -0.3% | -$246K | 1.85% | 10 |
|
|
2022
Q2 | $93.4M | Sell |
383,776
-7,832
| -2% | -$1.91M | 1.89% | 10 |
|
|
2022
Q1 | $94.7M | Buy |
391,608
+1,704
| +0.4% | +$412K | 1.66% | 12 |
|
|
2021
Q4 | $87.7M | Buy |
389,904
+2,321
| +0.6% | +$522K | 1.49% | 17 |
|
|
2021
Q3 | $82.4M | Sell |
387,583
-147
| -0% | -$31.3K | 1.57% | 15 |
|
|
2021
Q2 | $94.5M | Sell |
387,730
-2,793
| -0.7% | -$681K | 1.8% | 10 |
|
|
2021
Q1 | $97.2M | Buy |
390,523
+4,114
| +1% | +$1.02M | 1.95% | 10 |
|
|
2020
Q4 | $88.8M | Buy |
386,409
+2,650
| +0.7% | +$609K | 1.89% | 10 |
|
|
2020
Q3 | $97.5M | Sell |
383,759
-964
| -0.3% | -$245K | 2.29% | 7 |
|
|
2020
Q2 | $90.7M | Buy |
384,723
+519
| +0.1% | +$122K | 2.37% | 6 |
|
|
2020
Q1 | $77.9M | Sell |
384,204
-3,801
| -1% | -$771K | 2.37% | 6 |
|
|
2019
Q4 | $93.5M | Sell |
388,005
-2,652
| -0.7% | -$639K | 2.28% | 6 |
|
|
2019
Q3 | $75.6M | Buy |
390,657
+111,682
| +40% | +$21.6M | 1.98% | 12 |
|
|
2019
Q2 | $51.4M | Sell |
278,975
-1,710
| -0.6% | -$315K | 1.92% | 12 |
|
|
2019
Q1 | $53.3M | Sell |
280,685
-1,839
| -0.7% | -$349K | 2.04% | 11 |
|
|
2018
Q4 | $55M | Sell |
282,524
-4,000
| -1% | -$779K | 2.34% | 8 |
|
|
2018
Q3 | $59.4M | Sell |
286,524
-896
| -0.3% | -$186K | 2.23% | 9 |
|
|
2018
Q2 | $53.1M | Sell |
287,420
-1,105
| -0.4% | -$204K | 2.16% | 10 |
|
|
2018
Q1 | $49.2M | Buy |
+288,525
| New | +$49.2M | 2.03% | 11 |
|