BWM
BerganKDV Wealth Management’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $324K | Sell |
1,461
-488
| -25% | -$108K | 0.03% | 199 |
|
|
2023
Q1 | $471K | Sell |
1,949
-191
| -9% | -$46.2K | 0.05% | 174 |
|
|
2022
Q4 | $562K | Sell |
2,140
-471
| -18% | -$124K | 0.06% | 158 |
|
|
2022
Q3 | $588K | Sell |
2,611
-144
| -5% | -$32.4K | 0.07% | 154 |
|
|
2022
Q2 | $670K | Sell |
2,755
-100
| -4% | -$24.3K | 0.08% | 150 |
|
|
2022
Q1 | $690K | Sell |
2,855
-121
| -4% | -$29.2K | 0.07% | 156 |
|
|
2021
Q4 | $670K | Buy |
2,976
+12
| +0.4% | +$2.7K | 0.07% | 165 |
|
|
2021
Q3 | $630K | Buy |
2,964
+216
| +8% | +$45.9K | 0.07% | 160 |
|
|
2021
Q2 | $670K | Buy |
2,748
+23
| +0.8% | +$5.61K | 0.08% | 157 |
|
|
2021
Q1 | $678K | Sell |
2,725
-29
| -1% | -$7.22K | 0.09% | 145 |
|
|
2020
Q4 | $633K | Buy |
2,754
+43
| +2% | +$9.88K | 0.09% | 140 |
|
|
2020
Q3 | $689K | Buy |
2,711
+53
| +2% | +$13.5K | 0.11% | 125 |
|
|
2020
Q2 | $627K | Buy |
2,658
+24
| +0.9% | +$5.66K | 0.11% | 128 |
|
|
2020
Q1 | $534K | Buy |
2,634
+294
| +13% | +$59.6K | 0.11% | 127 |
|
|
2019
Q4 | $564K | Sell |
2,340
-321
| -12% | -$77.4K | 0.1% | 135 |
|
|
2019
Q3 | $515K | Buy |
2,661
+174
| +7% | +$33.7K | 0.1% | 129 |
|
|
2019
Q2 | $458K | Buy |
2,487
+100
| +4% | +$18.4K | 0.09% | 147 |
|
|
2019
Q1 | $454K | Sell |
2,387
-257
| -10% | -$48.9K | 0.09% | 136 |
|
|
2018
Q4 | $515K | Sell |
2,644
-74
| -3% | -$14.4K | 0.12% | 115 |
|
|
2018
Q3 | $563K | Buy |
2,718
+162
| +6% | +$33.6K | 0.12% | 119 |
|
|
2018
Q2 | $472K | Buy |
2,556
+6
| +0.2% | +$1.11K | 0.11% | 126 |
|
|
2018
Q1 | $435K | Sell |
2,550
-157
| -6% | -$26.8K | 0.12% | 122 |
|
|
2017
Q4 | $471K | Sell |
2,707
-576
| -18% | -$100K | 0.11% | 130 |
|
|
2017
Q3 | $612K | Buy |
3,283
+1,626
| +98% | +$303K | 0.15% | 116 |
|
|
2017
Q2 | $285K | Buy |
1,657
+53
| +3% | +$9.12K | 0.08% | 144 |
|
|
2017
Q1 | $263K | Sell |
1,604
-63
| -4% | -$10.3K | 0.08% | 146 |
|
|
2016
Q4 | $244K | Buy |
+1,667
| New | +$244K | 0.08% | 143 |
|