BWA
BDO Wealth Advisors’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $325K | Buy |
1,463
+111
| +8% | +$24.6K | 0.04% | 210 |
|
|
2023
Q1 | $327K | Sell |
1,352
-111
| -8% | -$26.8K | 0.04% | 197 |
|
|
2022
Q4 | $384K | Sell |
1,463
-110
| -7% | -$28.9K | 0.05% | 195 |
|
|
2022
Q3 | $354K | Sell |
1,573
-24
| -2% | -$5.4K | 0.05% | 201 |
|
|
2022
Q2 | $389K | Hold |
1,597
| – | – | 0.05% | 193 |
|
|
2022
Q1 | $386K | Sell |
1,597
-59
| -4% | -$14.3K | 0.04% | 203 |
|
|
2021
Q4 | $373K | Sell |
1,656
-22
| -1% | -$4.96K | 0.04% | 211 |
|
|
2021
Q3 | $357K | Sell |
1,678
-42
| -2% | -$8.94K | 0.04% | 215 |
|
|
2021
Q2 | $419K | Buy |
1,720
+2
| +0.1% | +$487 | 0.05% | 207 |
|
|
2021
Q1 | $427K | Buy |
1,718
+429
| +33% | +$107K | 0.05% | 199 |
|
|
2020
Q4 | $296K | Buy |
1,289
+100
| +8% | +$23K | 0.04% | 200 |
|
|
2020
Q3 | $302K | Buy |
1,189
+36
| +3% | +$9.14K | 0.05% | 175 |
|
|
2020
Q2 | $272K | Hold |
1,153
| – | – | 0.05% | 187 |
|
|
2020
Q1 | $234K | Buy |
1,153
+32
| +3% | +$6.49K | 0.05% | 190 |
|
|
2019
Q4 | $270K | Buy |
1,121
+1
| +0.1% | +$241 | 0.07% | 166 |
|
|
2019
Q3 | $217K | Buy |
1,120
+110
| +11% | +$21.3K | 0.06% | 184 |
|
|
2019
Q2 | $186K | Sell |
1,010
-156
| -13% | -$28.7K | 0.05% | 196 |
|
|
2019
Q1 | $222K | Hold |
1,166
| – | – | 0.06% | 165 |
|
|
2018
Q4 | $227K | Sell |
1,166
-46
| -4% | -$8.96K | 0.08% | 139 |
|
|
2018
Q3 | $251K | Sell |
1,212
-11
| -0.9% | -$2.28K | 0.08% | 135 |
|
|
2018
Q2 | $226K | Buy |
1,223
+98
| +9% | +$18.1K | 0.08% | 145 |
|
|
2018
Q1 | $192K | Buy |
1,125
+55
| +5% | +$9.39K | 0.07% | 129 |
|
|
2017
Q4 | $186K | Sell |
1,070
-91
| -8% | -$15.8K | 0.08% | 115 |
|
|
2017
Q3 | $216K | Buy |
1,161
+320
| +38% | +$59.5K | 0.11% | 102 |
|
|
2017
Q2 | $145K | Buy |
+841
| New | +$145K | 0.06% | 142 |
|