DWM
Doyle Wealth Management’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.23M | Sell |
9,869
-23,030
| -70% | -$5.19M | 0.19% | 78 |
|
|
2022
Q2 | $8M | Buy |
32,899
+684
| +2% | +$166K | 0.65% | 55 |
|
|
2022
Q1 | $7.79M | Sell |
32,215
-801
| -2% | -$194K | 0.56% | 58 |
|
|
2021
Q4 | $7.43M | Sell |
33,016
-10,441
| -24% | -$2.35M | 0.53% | 60 |
|
|
2021
Q3 | $9.24M | Buy |
43,457
+553
| +1% | +$118K | 0.73% | 53 |
|
|
2021
Q2 | $10.5M | Buy |
42,904
+1,670
| +4% | +$407K | 0.87% | 45 |
|
|
2021
Q1 | $10.3M | Buy |
41,234
+951
| +2% | +$237K | 0.98% | 40 |
|
|
2020
Q4 | $9.26M | Buy |
40,283
+9,180
| +30% | +$2.11M | 0.94% | 39 |
|
|
2020
Q3 | $7.91M | Buy |
31,103
+28,626
| +1,156% | +$7.28M | 0.92% | 39 |
|
|
2020
Q2 | $584K | Sell |
2,477
-375
| -13% | -$88.4K | 0.08% | 107 |
|
|
2020
Q1 | $578K | Sell |
2,852
-2
| -0.1% | -$405 | 0.09% | 93 |
|
|
2019
Q4 | $688K | Buy |
2,854
+262
| +10% | +$63.2K | 0.09% | 101 |
|
|
2019
Q3 | $502K | Sell |
2,592
-419
| -14% | -$81.1K | 0.07% | 119 |
|
|
2019
Q2 | $555K | Buy |
3,011
+3
| +0.1% | +$553 | 0.08% | 106 |
|
|
2019
Q1 | $517K | Buy |
3,008
+146
| +5% | +$25.1K | 0.08% | 108 |
|
|
2018
Q4 | $557K | Buy |
2,862
+708
| +33% | +$138K | 0.09% | 93 |
|
|
2018
Q3 | $447K | Sell |
2,154
-61
| -3% | -$12.7K | 0.07% | 117 |
|
|
2018
Q2 | $409K | Sell |
2,215
-179
| -7% | -$33.1K | 0.07% | 122 |
|
|
2018
Q1 | $408K | Sell |
2,394
-492
| -17% | -$83.9K | 0.07% | 113 |
|
|
2017
Q4 | $502K | Buy |
2,886
+107
| +4% | +$18.6K | 0.08% | 98 |
|
|
2017
Q3 | $518K | Sell |
2,779
-129
| -4% | -$24K | 0.09% | 91 |
|
|
2017
Q2 | $501K | Sell |
2,908
-633
| -18% | -$109K | 0.09% | 88 |
|
|
2017
Q1 | $581K | Buy |
+3,541
| New | +$581K | 0.12% | 77 |
|