EWA
Encompass Wealth Advisors’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Buy |
6,007
+2
| +0% | +$558 | 0.61% | 31 |
|
|
2025
Q1 | $1.87M | Sell |
6,005
-15
| -0.2% | -$4.67K | 0.76% | 26 |
|
|
2024
Q4 | $1.57M | Sell |
6,020
-1,596
| -21% | -$416K | 0.63% | 29 |
|
|
2024
Q3 | $2.45M | Sell |
7,616
-4
| -0.1% | -$1.29K | 0.61% | 31 |
|
|
2024
Q2 | $2.38M | Buy |
7,620
+2,502
| +49% | +$782K | 0.63% | 29 |
|
|
2024
Q1 | $1.46M | Sell |
5,118
-918
| -15% | -$261K | 0.39% | 55 |
|
|
2023
Q4 | $1.74M | Sell |
6,036
-9
| -0.1% | -$2.59K | 0.52% | 37 |
|
|
2023
Q3 | $1.62M | Sell |
6,045
-418
| -6% | -$112K | 0.54% | 39 |
|
|
2023
Q2 | $1.44M | Sell |
6,463
-10
| -0.2% | -$2.22K | 0.47% | 42 |
|
|
2023
Q1 | $1.56M | Buy |
6,473
+165
| +3% | +$39.9K | 0.53% | 38 |
|
|
2022
Q4 | $1.66M | Sell |
6,308
-50
| -0.8% | -$13.1K | 0.6% | 34 |
|
|
2022
Q3 | $1.43M | Sell |
6,358
-156
| -2% | -$35.2K | 0.55% | 39 |
|
|
2022
Q2 | $1.59M | Sell |
6,514
-44
| -0.7% | -$10.7K | 0.56% | 37 |
|
|
2022
Q1 | $1.59M | Hold |
6,558
| – | – | 0.4% | 44 |
|
|
2021
Q4 | $1.48M | Buy |
6,558
+3
| +0% | +$675 | 0.36% | 52 |
|
|
2021
Q3 | $1.39M | Sell |
6,555
-3,993
| -38% | -$849K | 0.36% | 51 |
|
|
2021
Q2 | $2.57M | Hold |
10,548
| – | – | 0.63% | 36 |
|
|
2021
Q1 | $2.61M | Buy |
10,548
+44
| +0.4% | +$10.9K | 0.67% | 34 |
|
|
2020
Q4 | $2.42M | Buy |
+10,504
| New | +$2.42M | 1.39% | 15 |
|