EWM
Empirical Wealth Management’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.21M | Sell |
11,503
-154
| -1% | -$43K | 0.07% | 170 |
|
|
2025
Q1 | $3.63M | Sell |
11,657
-1,657
| -12% | -$516K | 0.09% | 152 |
|
|
2024
Q4 | $3.47M | Buy |
13,314
+329
| +3% | +$85.8K | 0.09% | 139 |
|
|
2024
Q3 | $4.18M | Sell |
12,985
-2,492
| -16% | -$803K | 0.12% | 128 |
|
|
2024
Q2 | $4.84M | Buy |
15,477
+7,979
| +106% | +$2.49M | 0.14% | 113 |
|
|
2024
Q1 | $2.13M | Buy |
7,498
+1,860
| +33% | +$529K | 0.06% | 172 |
|
|
2023
Q4 | $1.62M | Buy |
5,638
+637
| +13% | +$183K | 0.05% | 189 |
|
|
2023
Q3 | $1.34M | Buy |
5,001
+123
| +3% | +$33.1K | 0.05% | 196 |
|
|
2023
Q2 | $1.08M | Sell |
4,878
-945
| -16% | -$210K | 0.04% | 217 |
|
|
2023
Q1 | $1.41M | Buy |
5,823
+300
| +5% | +$72.5K | 0.06% | 172 |
|
|
2022
Q4 | $1.45M | Hold |
5,523
| – | – | 0.07% | 165 |
|
|
2022
Q3 | $1.25M | Sell |
5,523
-319
| -5% | -$71.9K | 0.07% | 175 |
|
|
2022
Q2 | $1.42M | Buy |
5,842
+527
| +10% | +$128K | 0.07% | 168 |
|
|
2022
Q1 | $1.29M | Sell |
5,315
-628
| -11% | -$152K | 0.06% | 181 |
|
|
2021
Q4 | $1.34M | Buy |
5,943
+503
| +9% | +$113K | 0.07% | 170 |
|
|
2021
Q3 | $1.16M | Sell |
5,440
-101
| -2% | -$21.5K | 0.07% | 169 |
|
|
2021
Q2 | $1.35M | Buy |
5,541
+2,606
| +89% | +$635K | 0.08% | 149 |
|
|
2021
Q1 | $730K | Sell |
2,935
-2,041
| -41% | -$508K | 0.06% | 196 |
|
|
2020
Q4 | $1.14M | Sell |
4,976
-179
| -3% | -$41.2K | 0.09% | 138 |
|
|
2020
Q3 | $1.31M | Sell |
5,155
-181
| -3% | -$46K | 0.11% | 121 |
|
|
2020
Q2 | $1.26M | Sell |
5,336
-143
| -3% | -$33.7K | 0.12% | 112 |
|
|
2020
Q1 | $1.11M | Buy |
5,479
+74
| +1% | +$15K | 0.12% | 107 |
|
|
2019
Q4 | $1.3M | Sell |
5,405
-67
| -1% | -$16.2K | 0.14% | 100 |
|
|
2019
Q3 | $1.06M | Buy |
5,472
+966
| +21% | +$187K | 0.13% | 110 |
|
|
2019
Q2 | $830K | Sell |
4,506
-309
| -6% | -$56.9K | 0.11% | 111 |
|
|
2019
Q1 | $915K | Buy |
4,815
+542
| +13% | +$103K | 0.13% | 96 |
|
|
2018
Q4 | $832K | Buy |
4,273
+747
| +21% | +$145K | 0.14% | 85 |
|
|
2018
Q3 | $731K | Sell |
3,526
-47
| -1% | -$9.74K | 0.13% | 91 |
|
|
2018
Q2 | $660K | Sell |
3,573
-489
| -12% | -$90.3K | 0.12% | 91 |
|
|
2018
Q1 | $692K | Buy |
4,062
+950
| +31% | +$162K | 0.14% | 82 |
|
|
2017
Q4 | $541K | Buy |
3,112
+69
| +2% | +$12K | 0.12% | 87 |
|
|
2017
Q3 | $567K | Buy |
3,043
+1
| +0% | +$186 | 0.13% | 81 |
|
|
2017
Q2 | $524K | Hold |
3,042
| – | – | 0.13% | 81 |
|
|
2017
Q1 | $499K | Sell |
3,042
-150
| -5% | -$24.6K | 0.12% | 85 |
|
|
2016
Q4 | $467K | Sell |
3,192
-26
| -0.8% | -$3.8K | 0.11% | 79 |
|
|
2016
Q3 | $537K | Sell |
3,218
-74
| -2% | -$12.3K | 0.14% | 67 |
|
|
2016
Q2 | $501K | Buy |
3,292
+225
| +7% | +$34.2K | 0.13% | 66 |
|
|
2016
Q1 | $460K | Hold |
3,067
| – | – | 0.11% | 73 |
|
|
2015
Q4 | $498K | Hold |
3,067
| – | – | 0.12% | 71 |
|
|
2015
Q3 | $424K | Hold |
3,067
| – | – | 0.1% | 80 |
|
|
2015
Q2 | $471K | Hold |
3,067
| – | – | 0.11% | 76 |
|
|
2015
Q1 | $490K | Sell |
3,067
-200
| -6% | -$32K | 0.12% | 66 |
|
|
2014
Q4 | $520K | Buy |
3,267
+1
| +0% | +$159 | 0.13% | 68 |
|
|
2014
Q3 | $459K | Hold |
3,266
| – | – | 0.11% | 70 |
|
|
2014
Q2 | $387K | Buy |
3,266
+38
| +1% | +$4.5K | 0.1% | 74 |
|
|
2014
Q1 | $398K | Hold |
3,228
| – | – | 0.1% | 71 |
|
|
2013
Q4 | $368K | Buy |
3,228
+1,200
| +59% | +$137K | 0.1% | 72 |
|
|
2013
Q3 | $227K | Buy |
+2,028
| New | +$227K | 0.07% | 86 |
|