BWM
Birchcreek Wealth Management’s Amgen AMGN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $264K | Sell |
946
-148
| -14% | -$41.3K | 0.15% | 93 |
|
2025
Q1 | $341K | Sell |
1,094
-167
| -13% | -$52K | 0.22% | 85 |
|
2024
Q4 | $329K | Buy |
1,261
+362
| +40% | +$94.4K | 0.21% | 93 |
|
2024
Q3 | $290K | Buy |
899
+57
| +7% | +$18.4K | 0.19% | 92 |
|
2024
Q2 | $263K | Buy |
842
+28
| +3% | +$8.75K | 0.15% | 123 |
|
2024
Q1 | $231K | Buy |
+814
| New | +$231K | 0.12% | 139 |
|