EWM
Evermay Wealth Management’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $843K | Buy |
3,018
+419
| +16% | +$117K | 0.1% | 94 |
|
|
2025
Q1 | $810K | Sell |
2,599
-51
| -2% | -$15.9K | 0.11% | 91 |
|
|
2024
Q4 | $691K | Buy |
2,650
+38
| +1% | +$9.9K | 0.1% | 105 |
|
|
2024
Q3 | $842K | Sell |
2,612
-4
| -0.2% | -$1.29K | 0.14% | 89 |
|
|
2024
Q2 | $817K | Sell |
2,616
-31
| -1% | -$9.69K | 0.13% | 91 |
|
|
2024
Q1 | $753K | Buy |
2,647
+106
| +4% | +$30.1K | 0.11% | 100 |
|
|
2023
Q4 | $732K | Buy |
2,541
+124
| +5% | +$35.7K | 0.14% | 81 |
|
|
2023
Q3 | $650K | Buy |
2,417
+125
| +5% | +$33.6K | 0.13% | 80 |
|
|
2023
Q2 | $509K | Sell |
2,292
-61
| -3% | -$13.5K | 0.1% | 102 |
|
|
2023
Q1 | $569K | Buy |
2,353
+126
| +6% | +$30.5K | 0.11% | 88 |
|
|
2022
Q4 | $585K | Buy |
2,227
+225
| +11% | +$59.1K | 0.12% | 84 |
|
|
2022
Q3 | $451K | Buy |
2,002
+227
| +13% | +$51.1K | 0.09% | 98 |
|
|
2022
Q2 | $432K | Sell |
1,775
-47
| -3% | -$11.4K | 0.08% | 98 |
|
|
2022
Q1 | $441K | Hold |
1,822
| – | – | 0.07% | 118 |
|
|
2021
Q4 | $410K | Sell |
1,822
-415
| -19% | -$93.4K | 0.07% | 109 |
|
|
2021
Q3 | $476K | Buy |
2,237
+246
| +12% | +$52.3K | 0.09% | 92 |
|
|
2021
Q2 | $485K | Sell |
1,991
-44
| -2% | -$10.7K | 0.09% | 96 |
|
|
2021
Q1 | $506K | Sell |
2,035
-120
| -6% | -$29.8K | 0.1% | 91 |
|
|
2020
Q4 | $495K | Sell |
2,155
-30
| -1% | -$6.89K | 0.11% | 87 |
|
|
2020
Q3 | $555K | Sell |
2,185
-100
| -4% | -$25.4K | 0.14% | 74 |
|
|
2020
Q2 | $539K | Buy |
2,285
+250
| +12% | +$59K | 0.14% | 75 |
|
|
2020
Q1 | $413K | Hold |
2,035
| – | – | 0.13% | 81 |
|
|
2019
Q4 | $491K | Hold |
2,035
| – | – | 0.12% | 89 |
|
|
2019
Q3 | $394K | Sell |
2,035
-65
| -3% | -$12.6K | 0.11% | 95 |
|
|
2019
Q2 | $387K | Buy |
2,100
+149
| +8% | +$27.5K | 0.11% | 97 |
|
|
2019
Q1 | $371K | Sell |
1,951
-50
| -2% | -$9.51K | 0.1% | 95 |
|
|
2018
Q4 | $390K | Sell |
2,001
-50
| -2% | -$9.75K | 0.13% | 79 |
|
|
2018
Q3 | $425K | Hold |
2,051
| – | – | 0.13% | 86 |
|
|
2018
Q2 | $379K | Sell |
2,051
-70
| -3% | -$12.9K | 0.13% | 85 |
|
|
2018
Q1 | $362K | Buy |
2,121
+735
| +53% | +$125K | 0.12% | 91 |
|
|
2017
Q4 | $241K | Buy |
+1,386
| New | +$241K | 0.09% | 121 |
|