DWM
Defined Wealth Management’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $440K | Sell |
1,577
-3
| -0.2% | -$838 | 0.27% | 83 |
|
|
2025
Q1 | $492K | Buy |
1,580
+52
| +3% | +$16.2K | 0.33% | 71 |
|
|
2024
Q4 | $398K | Sell |
1,528
-7
| -0.5% | -$1.82K | 0.26% | 83 |
|
|
2024
Q3 | $495K | Buy |
1,535
+11
| +0.7% | +$3.54K | 0.32% | 67 |
|
|
2024
Q2 | $476K | Buy |
1,524
+12
| +0.8% | +$3.75K | 0.33% | 71 |
|
|
2024
Q1 | $430K | Sell |
1,512
-1
| -0.1% | -$284 | 0.31% | 76 |
|
|
2023
Q4 | $436K | Buy |
1,513
+5
| +0.3% | +$1.44K | 0.33% | 75 |
|
|
2023
Q3 | $405K | Buy |
1,508
+16
| +1% | +$4.3K | 0.35% | 71 |
|
|
2023
Q2 | $331K | Buy |
1,492
+2
| +0.1% | +$444 | 0.28% | 82 |
|
|
2023
Q1 | $360K | Hold |
1,490
| – | – | 0.34% | 75 |
|
|
2022
Q4 | $391K | Sell |
1,490
-190
| -11% | -$49.9K | 0.37% | 71 |
|
|
2022
Q3 | $379K | Hold |
1,680
| – | – | 0.41% | 63 |
|
|
2022
Q2 | $409K | Hold |
1,680
| – | – | 0.42% | 61 |
|
|
2022
Q1 | $406K | Hold |
1,680
| – | – | 0.36% | 66 |
|
|
2021
Q4 | $378K | Sell |
1,680
-202
| -11% | -$45.5K | 0.31% | 68 |
|
|
2021
Q3 | $400K | Hold |
1,882
| – | – | 0.35% | 63 |
|
|
2021
Q2 | $459K | Hold |
1,882
| – | – | 0.41% | 55 |
|
|
2021
Q1 | $468K | Hold |
1,882
| – | – | 0.44% | 50 |
|
|
2020
Q4 | $433K | Buy |
+1,882
| New | +$433K | 0.43% | 54 |
|