EHWM
Eads & Heald Wealth Management’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16M | Sell |
7,719
-89
| -1% | -$24.8K | 1.06% | 32 |
|
|
2025
Q1 | $2.43M | Sell |
7,808
-173
| -2% | -$53.9K | 1.24% | 20 |
|
|
2024
Q4 | $2.08M | Sell |
7,981
-227
| -3% | -$59.2K | 1.02% | 36 |
|
|
2024
Q3 | $2.65M | Sell |
8,208
-487
| -6% | -$157K | 1.25% | 19 |
|
|
2024
Q2 | $2.72M | Sell |
8,695
-42
| -0.5% | -$13.1K | 1.31% | 16 |
|
|
2024
Q1 | $2.48M | Sell |
8,737
-549
| -6% | -$156K | 1.16% | 25 |
|
|
2023
Q4 | $2.67M | Sell |
9,286
-139
| -1% | -$40K | 1.29% | 23 |
|
|
2023
Q3 | $2.53M | Sell |
9,425
-99
| -1% | -$26.6K | 1.33% | 19 |
|
|
2023
Q2 | $2.11M | Sell |
9,524
-434
| -4% | -$96.3K | 1.04% | 36 |
|
|
2023
Q1 | $2.41M | Buy |
9,958
+299
| +3% | +$72.3K | 1.19% | 26 |
|
|
2022
Q4 | $2.54M | Sell |
9,659
-37
| -0.4% | -$9.72K | 1.29% | 20 |
|
|
2022
Q3 | $2.19M | Buy |
9,696
+43
| +0.4% | +$9.69K | 1.24% | 25 |
|
|
2022
Q2 | $2.35M | Sell |
9,653
-113
| -1% | -$27.5K | 1.26% | 16 |
|
|
2022
Q1 | $2.36M | Sell |
9,766
-49
| -0.5% | -$11.9K | 1.09% | 35 |
|
|
2021
Q4 | $2.21M | Buy |
9,815
+229
| +2% | +$51.5K | 0.96% | 46 |
|
|
2021
Q3 | $2.04M | Buy |
9,586
+273
| +3% | +$58K | 0.98% | 42 |
|
|
2021
Q2 | $2.27M | Sell |
9,313
-95
| -1% | -$23.2K | 1.11% | 35 |
|
|
2021
Q1 | $2.34M | Sell |
9,408
-36
| -0.4% | -$8.96K | 1.2% | 26 |
|
|
2020
Q4 | $2.17M | Buy |
9,444
+37
| +0.4% | +$8.51K | 1.17% | 30 |
|
|
2020
Q3 | $2.39M | Sell |
9,407
-728
| -7% | -$185K | 1.43% | 15 |
|
|
2020
Q2 | $2.39M | Sell |
10,135
-176
| -2% | -$41.5K | 1.45% | 10 |
|
|
2020
Q1 | $2.09M | Sell |
10,311
-561
| -5% | -$114K | 1.48% | 16 |
|
|
2019
Q4 | $2.62M | Sell |
10,872
-311
| -3% | -$75K | 1.39% | 14 |
|
|
2019
Q3 | $2.16M | Buy |
11,183
+99
| +0.9% | +$19.2K | 1.21% | 30 |
|
|
2019
Q2 | $2.04M | Sell |
11,084
-32
| -0.3% | -$5.9K | 1.16% | 34 |
|
|
2019
Q1 | $2.11M | Buy |
11,116
+3
| +0% | +$570 | 1.22% | 30 |
|
|
2018
Q4 | $2.16M | Sell |
11,113
-127
| -1% | -$24.7K | 1.44% | 12 |
|
|
2018
Q3 | $2.33M | Buy |
11,240
+21
| +0.2% | +$4.35K | 1.34% | 17 |
|
|
2018
Q2 | $2.07M | Buy |
11,219
+67
| +0.6% | +$12.4K | 1.28% | 21 |
|
|
2018
Q1 | $1.9M | Sell |
11,152
-330
| -3% | -$56.3K | 1.2% | 30 |
|
|
2017
Q4 | $2M | Sell |
11,482
-11
| -0.1% | -$1.91K | 1.18% | 31 |
|
|
2017
Q3 | $2.14M | Sell |
11,493
-153
| -1% | -$28.5K | 1.33% | 11 |
|
|
2017
Q2 | $2.01M | Buy |
11,646
+11
| +0.1% | +$1.9K | 1.29% | 20 |
|
|
2017
Q1 | $1.91M | Buy |
11,635
+68
| +0.6% | +$11.2K | 1.23% | 28 |
|
|
2016
Q4 | $1.69M | Buy |
11,567
+54
| +0.5% | +$7.89K | 1.15% | 35 |
|
|
2016
Q3 | $1.92M | Sell |
11,513
-261
| -2% | -$43.5K | 1.32% | 17 |
|
|
2016
Q2 | $1.79M | Sell |
11,774
-223
| -2% | -$33.9K | 1.23% | 26 |
|
|
2016
Q1 | $1.8M | Sell |
11,997
-183
| -2% | -$27.4K | 1.24% | 26 |
|
|
2015
Q4 | $1.98M | Sell |
12,180
-21
| -0.2% | -$3.41K | 1.37% | 18 |
|
|
2015
Q3 | $1.69M | Sell |
12,201
-386
| -3% | -$53.4K | 1.2% | 25 |
|
|
2015
Q2 | $1.93M | Sell |
12,587
-21
| -0.2% | -$3.22K | 1.27% | 22 |
|
|
2015
Q1 | $2.02M | Sell |
12,608
-942
| -7% | -$151K | 1.3% | 23 |
|
|
2014
Q4 | $2.16M | Sell |
13,550
-1,459
| -10% | -$232K | 1.37% | 18 |
|
|
2014
Q3 | $2.11M | Sell |
15,009
-1,482
| -9% | -$208K | 1.43% | 9 |
|
|
2014
Q2 | $1.95M | Sell |
16,491
-850
| -5% | -$101K | 1.3% | 27 |
|
|
2014
Q1 | $2.14M | Sell |
17,341
-113
| -0.6% | -$13.9K | 1.41% | 20 |
|
|
2013
Q4 | $1.99M | Sell |
17,454
-124
| -0.7% | -$14.1K | 1.32% | 31 |
|
|
2013
Q3 | $1.97M | Sell |
17,578
-3,201
| -15% | -$358K | 1.41% | 20 |
|
|
2013
Q2 | $2.05M | Buy |
+20,779
| New | +$2.05M | 1.45% | 20 |
|