BHWA
Beacon Harbor Wealth Advisors’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.82M | Sell |
24,418
-2,484
| -9% | -$694K | 1.7% | 23 |
|
|
2025
Q1 | $8.38M | Buy |
26,902
+13,354
| +99% | +$4.16M | 1.95% | 14 |
|
|
2024
Q4 | $3.53M | Buy |
+13,548
| New | +$3.53M | 0.82% | 44 |
|
|
2024
Q1 | – | Sell |
-12,993
| Closed | -$3.74M | – | 70 |
|
|
2023
Q4 | $3.74M | Sell |
12,993
-910
| -7% | -$262K | 1.09% | 40 |
|
|
2023
Q3 | $3.74M | Sell |
13,903
-8,345
| -38% | -$2.24M | 1.24% | 43 |
|
|
2023
Q2 | $4.94M | Buy |
22,248
+1,232
| +6% | +$274K | 1.62% | 30 |
|
|
2023
Q1 | $5.08M | Sell |
21,016
-170
| -0.8% | -$41.1K | 1.77% | 29 |
|
|
2022
Q4 | $5.56M | Buy |
+21,186
| New | +$5.56M | 1.89% | 20 |
|
|
2022
Q2 | $5.89M | Sell |
24,200
-240
| -1% | -$58.4K | 2.07% | 17 |
|
|
2022
Q1 | $5.91M | Buy |
+24,440
| New | +$5.91M | 1.93% | 17 |
|