EWM
Elite Wealth Management’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,203
| Closed | -$314K | – | 33 |
|
|
2024
Q4 | $314K | Hold |
1,203
| – | – | 0.04% | 31 |
|
|
2024
Q3 | $388K | Hold |
1,203
| – | – | 0.05% | 33 |
|
|
2024
Q2 | $376K | Hold |
1,203
| – | – | 0.01% | 36 |
|
|
2024
Q1 | $342K | Hold |
1,203
| – | – | 0.01% | 39 |
|
|
2023
Q4 | $346K | Sell |
1,203
-500
| -29% | -$144K | 0.02% | 33 |
|
|
2023
Q3 | $458K | Sell |
1,703
-700
| -29% | -$188K | 0.03% | 35 |
|
|
2023
Q2 | $534K | Sell |
2,403
-9
| -0.4% | -$2K | 0.04% | 36 |
|
|
2023
Q1 | $583K | Hold |
2,412
| – | – | 0.04% | 35 |
|
|
2022
Q4 | $633K | Buy |
2,412
+35
| +1% | +$9.19K | 0.06% | 34 |
|
|
2022
Q3 | $536K | Buy |
2,377
+9
| +0.4% | +$2.03K | 0.05% | 34 |
|
|
2022
Q2 | $576K | Hold |
2,368
| – | – | 0.09% | 31 |
|
|
2022
Q1 | $573K | Sell |
2,368
-700
| -23% | -$169K | 0.09% | 35 |
|
|
2021
Q4 | $690K | Hold |
3,068
| – | – | 0.1% | 33 |
|
|
2021
Q3 | $652K | Buy |
3,068
+800
| +35% | +$170K | 0.12% | 38 |
|
|
2021
Q2 | $553 | Buy |
2,268
+16
| +0.7% | +$4 | 0.05% | 37 |
|
|
2021
Q1 | $560 | Sell |
2,252
-683
| -23% | -$170 | 0.07% | 36 |
|
|
2020
Q4 | $675K | Buy |
2,935
+721
| +33% | +$166K | 0.09% | 34 |
|
|
2020
Q3 | $563K | Buy |
2,214
+14
| +0.6% | +$3.56K | 0.08% | 30 |
|
|
2020
Q2 | $519K | Hold |
2,200
| – | – | 0.15% | 30 |
|
|
2020
Q1 | $446K | Buy |
2,200
+600
| +38% | +$122K | 0.35% | 30 |
|
|
2019
Q4 | $386K | Sell |
1,600
-1,400
| -47% | -$338K | 0.22% | 20 |
|
|
2019
Q3 | $581K | Hold |
3,000
| – | – | 0.8% | 16 |
|
|
2019
Q2 | $553K | Hold |
3,000
| – | – | 0.75% | 18 |
|
|
2019
Q1 | $570K | Hold |
3,000
| – | – | 1.05% | 18 |
|
|
2018
Q4 | $584K | Buy |
3,000
+700
| +30% | +$136K | 0.57% | 34 |
|
|
2018
Q3 | $477K | Sell |
2,300
-700
| -23% | -$145K | 0.1% | 36 |
|
|
2018
Q2 | $554K | Hold |
3,000
| – | – | 0.2% | 37 |
|
|
2018
Q1 | $511K | Hold |
3,000
| – | – | 0.42% | 42 |
|
|
2017
Q4 | $522K | Buy |
+3,000
| New | +$522K | 0.44% | 43 |
|
|
2016
Q3 | $267K | Sell |
1,600
-1,400
| -47% | -$234K | 0.44% | 34 |
|
|
2016
Q2 | $456K | Hold |
3,000
| – | – | 0.75% | 30 |
|
|
2016
Q1 | $449K | Buy |
3,000
+700
| +30% | +$105K | 0.63% | 30 |
|
|
2015
Q4 | $373K | Sell |
2,300
-6,327
| -73% | -$1.03M | 0.55% | 30 |
|
|
2015
Q3 | $1.19M | Sell |
8,627
-2,100
| -20% | -$290K | 1.88% | 15 |
|
|
2015
Q2 | $1.65M | Buy |
10,727
+982
| +10% | +$151K | 1.71% | 15 |
|
|
2015
Q1 | $1.56M | Buy |
9,745
+6,645
| +214% | +$1.06M | 1.38% | 17 |
|
|
2014
Q4 | $493K | Hold |
3,100
| – | – | 0.47% | 43 |
|
|
2014
Q3 | $435K | Buy |
3,100
+2,300
| +288% | +$323K | 0.39% | 55 |
|
|
2014
Q2 | $95K | Hold |
800
| – | – | 0.09% | 76 |
|
|
2014
Q1 | $99K | Hold |
800
| – | – | 0.08% | 80 |
|
|
2013
Q4 | $91K | Hold |
800
| – | – | 0.07% | 108 |
|
|
2013
Q3 | $90K | Hold |
800
| – | – | 0.08% | 126 |
|
|
2013
Q2 | $79K | Buy |
+800
| New | +$79K | 0.12% | 89 |
|