DWM
Dakota Wealth Management’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1M | Buy |
43,417
+3,488
| +9% | +$974K | 0.26% | 80 |
|
|
2025
Q1 | $12.4M | Buy |
39,929
+3,963
| +11% | +$1.23M | 0.29% | 75 |
|
|
2024
Q4 | $9.37M | Sell |
35,966
-9,587
| -21% | -$2.5M | 0.22% | 97 |
|
|
2024
Q3 | $14.7M | Sell |
45,553
-36
| -0.1% | -$11.6K | 0.33% | 69 |
|
|
2024
Q2 | $14.2M | Sell |
45,589
-1,469
| -3% | -$459K | 0.33% | 57 |
|
|
2024
Q1 | $13.4M | Buy |
47,058
+17,918
| +61% | +$5.09M | 0.33% | 68 |
|
|
2023
Q4 | $8.39M | Buy |
29,140
+2,245
| +8% | +$647K | 0.33% | 85 |
|
|
2023
Q3 | $7.23M | Buy |
26,895
+2,359
| +10% | +$634K | 0.32% | 84 |
|
|
2023
Q2 | $5.45M | Buy |
24,536
+16,963
| +224% | +$3.77M | 0.26% | 99 |
|
|
2023
Q1 | $1.83M | Sell |
7,573
-7,090
| -48% | -$1.71M | 0.12% | 162 |
|
|
2022
Q4 | $3.85M | Buy |
14,663
+6,320
| +76% | +$1.66M | 0.27% | 89 |
|
|
2022
Q3 | $1.88M | Buy |
8,343
+5,124
| +159% | +$1.16M | 0.15% | 147 |
|
|
2022
Q2 | $783K | Buy |
3,219
+652
| +25% | +$159K | 0.07% | 211 |
|
|
2022
Q1 | $621K | Buy |
+2,567
| New | +$621K | 0.05% | 254 |
|
|
2021
Q3 | – | Sell |
-2,029
| Closed | -$495K | – | 342 |
|
|
2021
Q2 | $495K | Buy |
2,029
+1,200
| +145% | +$293K | 0.06% | 224 |
|
|
2021
Q1 | $206K | Buy |
+829
| New | +$206K | 0.03% | 289 |
|
|
2020
Q4 | – | Sell |
-911
| Closed | -$232K | – | 318 |
|
|
2020
Q3 | $232K | Sell |
911
-5,907
| -87% | -$1.5M | 0.04% | 242 |
|
|
2020
Q2 | $1.61M | Buy |
6,818
+4,829
| +243% | +$1.14M | 0.28% | 94 |
|
|
2020
Q1 | $403K | Buy |
+1,989
| New | +$403K | 0.09% | 163 |
|
|
2019
Q2 | – | Sell |
-1,787
| Closed | -$339K | – | 284 |
|
|
2019
Q1 | $339K | Sell |
1,787
-18,769
| -91% | -$3.56M | 0.07% | 221 |
|
|
2018
Q4 | $4.24M | Buy |
20,556
+212
| +1% | +$43.7K | 0.96% | 26 |
|
|
2018
Q3 | $4.22M | Buy |
20,344
+4,281
| +27% | +$887K | 0.95% | 27 |
|
|
2018
Q2 | $2.97M | Buy |
16,063
+7,139
| +80% | +$1.32M | 0.82% | 29 |
|
|
2018
Q1 | $1.52M | Buy |
8,924
+3
| +0% | +$511 | 0.78% | 30 |
|
|
2017
Q4 | $1.55M | Sell |
8,921
-150
| -2% | -$26.1K | 0.82% | 30 |
|
|
2017
Q3 | $1.69M | Buy |
9,071
+324
| +4% | +$60.4K | 0.92% | 26 |
|
|
2017
Q2 | $1.51M | Buy |
8,747
+2,717
| +45% | +$468K | 0.83% | 31 |
|
|
2017
Q1 | $989K | Buy |
+6,030
| New | +$989K | 0.58% | 36 |
|