BBWA
Bell & Brown Wealth Advisors’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.12M | Buy |
11,134
+237
| +2% | +$66.4K | 1.12% | 37 |
|
|
2025
Q1 | $3.4M | Buy |
10,897
+445
| +4% | +$139K | 1.32% | 34 |
|
|
2024
Q4 | $2.72M | Buy |
10,452
+610
| +6% | +$159K | 1.01% | 38 |
|
|
2024
Q3 | $3.17M | Buy |
9,842
+49
| +0.5% | +$15.8K | 1.24% | 32 |
|
|
2024
Q2 | $3.06M | Sell |
9,793
-226
| -2% | -$70.6K | 1.17% | 28 |
|
|
2024
Q1 | $2.85M | Buy |
10,019
+696
| +7% | +$198K | 1.22% | 31 |
|
|
2023
Q4 | $2.69M | Buy |
+9,323
| New | +$2.69M | 1.25% | 34 |
|
|
2023
Q2 | $1.89M | Sell |
8,498
-54
| -0.6% | -$12K | 0.94% | 44 |
|
|
2023
Q1 | $2.07M | Sell |
8,552
-170
| -2% | -$41.1K | 1.1% | 43 |
|
|
2022
Q4 | $2.29M | Sell |
8,722
-105
| -1% | -$27.6K | 1.26% | 39 |
|
|
2022
Q3 | $1.99M | Sell |
8,827
-63
| -0.7% | -$14.2K | 1.23% | 35 |
|
|
2022
Q2 | $2.16M | Sell |
8,890
-195
| -2% | -$47.4K | 1.16% | 38 |
|
|
2022
Q1 | $2.2M | Sell |
9,085
-165
| -2% | -$39.9K | 1% | 42 |
|
|
2021
Q4 | $2.2M | Buy |
9,250
+696
| +8% | +$165K | 1.06% | 43 |
|
|
2021
Q3 | $1.82M | Buy |
+8,554
| New | +$1.82M | 0.98% | 43 |
|
|
2020
Q3 | $2M | Sell |
8,781
-116
| -1% | -$26.5K | 1.45% | 26 |
|
|
2020
Q2 | $2.16M | Sell |
8,897
-134
| -1% | -$32.5K | 1.69% | 23 |
|
|
2020
Q1 | $2.16M | Sell |
9,031
-257
| -3% | -$61.4K | 2% | 22 |
|
|
2019
Q4 | $2.24M | Sell |
9,288
-225
| -2% | -$54.2K | 1.67% | 24 |
|
|
2019
Q3 | $1.83M | Buy |
9,513
+15
| +0.2% | +$2.89K | 1.51% | 27 |
|
|
2019
Q2 | $1.75M | Buy |
9,498
+215
| +2% | +$39.6K | 1.54% | 27 |
|
|
2019
Q1 | $1.76M | Buy |
9,283
+60
| +0.7% | +$11.4K | 1.61% | 26 |
|
|
2018
Q4 | $1.8M | Buy |
9,223
+225
| +3% | +$43.8K | 1.92% | 19 |
|
|
2018
Q3 | $1.74M | Sell |
8,998
-115
| -1% | -$22.2K | 1.61% | 27 |
|
|
2018
Q2 | $1.68M | Buy |
9,113
+150
| +2% | +$27.7K | 1.66% | 21 |
|
|
2018
Q1 | $1.53M | Sell |
8,963
-200
| -2% | -$34.1K | 1.61% | 20 |
|
|
2017
Q4 | $1.59M | Buy |
+9,163
| New | +$1.59M | 1.65% | 21 |
|