EWA
EP Wealth Advisors’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12M | Buy |
43,097
+3,274
| +8% | +$914K | 0.08% | 169 |
|
|
2025
Q1 | $12.4M | Buy |
39,823
+8,317
| +26% | +$2.59M | 0.1% | 138 |
|
|
2024
Q4 | $8.21M | Sell |
31,506
-1,346
| -4% | -$351K | 0.07% | 161 |
|
|
2024
Q3 | $10.6M | Buy |
32,852
+3,024
| +10% | +$974K | 0.09% | 139 |
|
|
2024
Q2 | $9.32M | Buy |
29,828
+6,059
| +25% | +$1.89M | 0.1% | 125 |
|
|
2024
Q1 | $6.76M | Buy |
23,769
+2,353
| +11% | +$669K | 0.08% | 145 |
|
|
2023
Q4 | $6.17M | Sell |
21,416
-2,496
| -10% | -$719K | 0.08% | 140 |
|
|
2023
Q3 | $6.43M | Buy |
23,912
+3,944
| +20% | +$1.06M | 0.1% | 129 |
|
|
2023
Q2 | $4.62M | Hold |
19,968
| – | – | 0.07% | 156 |
|
|
2023
Q1 | $4.83M | Sell |
19,968
-7,316
| -27% | -$1.77M | 0.08% | 138 |
|
|
2022
Q4 | $7.17M | Sell |
27,284
-1,491
| -5% | -$392K | 0.13% | 108 |
|
|
2022
Q3 | $6.49M | Buy |
28,775
+8,170
| +40% | +$1.84M | 0.15% | 101 |
|
|
2022
Q2 | $5.01M | Buy |
20,605
+73
| +0.4% | +$17.8K | 0.11% | 108 |
|
|
2022
Q1 | $4.97M | Sell |
20,532
-170
| -0.8% | -$41.1K | 0.11% | 112 |
|
|
2021
Q4 | $4.66M | Buy |
20,702
+758
| +4% | +$171K | 0.11% | 108 |
|
|
2021
Q3 | $4.24M | Buy |
19,944
+313
| +2% | +$66.6K | 0.12% | 101 |
|
|
2021
Q2 | $4.79M | Sell |
19,631
-637
| -3% | -$155K | 0.13% | 103 |
|
|
2021
Q1 | $5.04M | Sell |
20,268
-835
| -4% | -$208K | 0.16% | 94 |
|
|
2020
Q4 | $4.85M | Buy |
21,103
+533
| +3% | +$123K | 0.17% | 75 |
|
|
2020
Q3 | $5.23M | Sell |
20,570
-1,821
| -8% | -$463K | 0.22% | 62 |
|
|
2020
Q2 | $5.28M | Buy |
22,391
+4,081
| +22% | +$963K | 0.23% | 70 |
|
|
2020
Q1 | $3.71M | Buy |
18,310
+3,006
| +20% | +$609K | 0.18% | 85 |
|
|
2019
Q4 | $3.69M | Buy |
15,304
+2,296
| +18% | +$553K | 0.15% | 95 |
|
|
2019
Q3 | $2.52M | Buy |
+13,008
| New | +$2.52M | 0.12% | 94 |
|
|
2019
Q2 | – | Sell |
-13,598
| Closed | -$2.58M | – | 315 |
|
|
2019
Q1 | $2.58M | Buy |
13,598
+998
| +8% | +$190K | 0.25% | 65 |
|
|
2018
Q4 | $2.45M | Buy |
12,600
+1,470
| +13% | +$286K | 0.19% | 75 |
|
|
2018
Q3 | $2.31M | Buy |
11,130
+5,467
| +97% | +$1.13M | 0.18% | 69 |
|
|
2018
Q2 | $1.05M | Sell |
5,663
-759
| -12% | -$140K | 0.1% | 82 |
|
|
2018
Q1 | $1.1M | Buy |
6,422
+413
| +7% | +$70.4K | 0.11% | 91 |
|
|
2017
Q4 | $1.05M | Sell |
6,009
-55,907
| -90% | -$9.72M | 0.11% | 79 |
|
|
2017
Q3 | $11.5M | Buy |
61,916
+2,515
| +4% | +$469K | 1.33% | 22 |
|
|
2017
Q2 | $10.2M | Buy |
59,401
+2,613
| +5% | +$450K | 1.25% | 23 |
|
|
2017
Q1 | $9.32M | Buy |
56,788
+4,725
| +9% | +$775K | 1.29% | 23 |
|
|
2016
Q4 | $6.9M | Sell |
52,063
-6,625
| -11% | -$878K | 1.01% | 28 |
|
|
2016
Q3 | $9.79M | Sell |
58,688
-315
| -0.5% | -$52.5K | 1.53% | 18 |
|
|
2016
Q2 | $8.98M | Buy |
59,003
+43,968
| +292% | +$6.69M | 1.43% | 23 |
|
|
2016
Q1 | $2.25M | Buy |
15,035
+1,410
| +10% | +$211K | 0.35% | 44 |
|
|
2015
Q4 | $2.21M | Buy |
13,625
+88
| +0.7% | +$14.3K | 0.37% | 51 |
|
|
2015
Q3 | $1.87M | Sell |
13,537
-59
| -0.4% | -$8.16K | 0.36% | 44 |
|
|
2015
Q2 | $2.09M | Buy |
13,596
+226
| +2% | +$34.7K | 0.39% | 39 |
|
|
2015
Q1 | $2.14M | Sell |
13,370
-534
| -4% | -$85.4K | 0.4% | 43 |
|
|
2014
Q4 | $2.22M | Buy |
13,904
+1,431
| +11% | +$228K | 0.37% | 53 |
|
|
2014
Q3 | $1.75M | Sell |
12,473
-97
| -0.8% | -$13.6K | 0.28% | 43 |
|
|
2014
Q2 | $1.49M | Sell |
12,570
-148
| -1% | -$17.5K | 0.35% | 40 |
|
|
2014
Q1 | $1.57M | Buy |
12,718
+211
| +2% | +$26K | 0.43% | 36 |
|
|
2013
Q4 | $1.43M | Sell |
12,507
-99
| -0.8% | -$11.3K | 0.37% | 43 |
|
|
2013
Q3 | $1.41M | Sell |
12,606
-399
| -3% | -$44.7K | 0.44% | 38 |
|
|
2013
Q2 | $1.28M | Buy |
+13,005
| New | +$1.28M | 0.46% | 35 |
|