BWA

Burt Wealth Advisors’s Amgen AMGN Stock Holding History

Burt Wealth Advisors’s Portfolio AMGN Stock Details AMGN Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$796K	Hold	2,850	–	–	0.18%	52
2025 Q1	$888K	Buy	2,850 +8	+0.3%	+$2.49K	0.22%	42
2024 Q4	$741K	Hold	2,842	–	–	0.19%	51
2024 Q3	$916K	Sell	2,842 -37	-1%	-$11.9K	0.23%	40
2024 Q2	$900K	Sell	2,879 -91	-3%	-$28.4K	0.24%	41
2024 Q1	$844K	Buy	2,970 +215	+8%	+$61.1K	0.21%	43
2023 Q4	$793K	Hold	2,755	–	–	0.23%	47
2023 Q3	$740K	Hold	2,755	–	–	0.23%	42
2023 Q2	$612K	Sell	2,755 -3	-0.1%	-$666	0.18%	48
2023 Q1	$667K	Buy	2,758 +3	+0.1%	+$725	0.21%	42
2022 Q4	$724K	Buy	+2,755	New	+$724K	0.24%	40
2022 Q3	–	Sell	-2,755	Closed	-$670K	–	91
2022 Q2	$670K	Hold	2,755	–	–	0.23%	35
2022 Q1	$666K	Buy	+2,755	New	+$666K	0.2%	43
2021 Q4	–	Sell	-2,355	Closed	-$501K	–	95
2021 Q3	$501K	Hold	2,355	–	–	0.16%	50
2021 Q2	$574K	Sell	2,355 -210	-8%	-$51.2K	0.21%	42
2021 Q1	$638K	Hold	2,565	–	–	0.24%	37
2020 Q4	$590K	Hold	2,565	–	–	0.2%	38
2020 Q3	$652K	Sell	2,565 -4	-0.2%	-$1.02K	0.24%	30
2020 Q2	$606K	Buy	2,569 +4	+0.2%	+$944	0.25%	28
2020 Q1	$520K	Sell	2,565 -100	-4%	-$20.3K	0.23%	33
2019 Q4	$642K	Hold	2,665	–	–	0.25%	35
2019 Q3	$516K	Sell	2,665 -175	-6%	-$33.9K	0.21%	40
2019 Q2	$523K	Hold	2,840	–	–	0.23%	37
2019 Q1	$540K	Sell	2,840 -175	-6%	-$33.3K	0.24%	35
2018 Q4	$587K	Hold	3,015	–	–	0.28%	41
2018 Q3	$625K	Hold	3,015	–	–	0.28%	33
2018 Q2	$557K	Hold	3,015	–	–	0.27%	34
2018 Q1	$514K	Hold	3,015	–	–	0.26%	36
2017 Q4	$524K	Hold	3,015	–	–	0.33%	32
2017 Q3	$562K	Sell	3,015 -25	-0.8%	-$4.66K	0.37%	29
2017 Q2	$523K	Buy	3,040 +25	+0.8%	+$4.3K	0.36%	32
2017 Q1	$495K	Buy	3,015 +1,032	+52%	+$169K	0.36%	34
2016 Q4	$290K	Buy	1,983 +1,543	+351%	+$226K	0.26%	54
2016 Q3	$73K	Hold	440	–	–	0.08%	129
2016 Q2	$66K	Hold	440	–	–	0.07%	131
2016 Q1	$66K	Buy	440 +90	+26%	+$13.5K	0.06%	142
2015 Q4	$56K	Hold	350	–	–	0.04%	138
2015 Q3	$48K	Buy	+350	New	+$48K	0.06%	140