EWA
EverSource Wealth Advisors’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.16M | Sell |
22,068
-8,479
| -28% | -$2.37M | 0.28% | 84 |
|
|
2025
Q1 | $9.52M | Buy |
30,547
+1,484
| +5% | +$462K | 0.52% | 48 |
|
|
2024
Q4 | $7.57M | Sell |
29,063
-408
| -1% | -$106K | 0.43% | 57 |
|
|
2024
Q3 | $9.5M | Sell |
29,471
-49
| -0.2% | -$15.8K | 0.6% | 39 |
|
|
2024
Q2 | $9.81M | Buy |
29,520
+374
| +1% | +$124K | 0.65% | 38 |
|
|
2024
Q1 | $7.98M | Buy |
29,146
+2,542
| +10% | +$696K | 0.63% | 40 |
|
|
2023
Q4 | $7.66M | Sell |
26,604
-220
| -0.8% | -$63.4K | 0.7% | 31 |
|
|
2023
Q3 | $7.21M | Buy |
26,824
+1,786
| +7% | +$480K | 0.76% | 29 |
|
|
2023
Q2 | $5.56M | Buy |
25,038
+3,068
| +14% | +$681K | 0.61% | 39 |
|
|
2023
Q1 | $5.31M | Buy |
21,970
+1,222
| +6% | +$295K | 0.66% | 34 |
|
|
2022
Q4 | $5.45M | Buy |
20,748
+18,405
| +786% | +$4.83M | 0.83% | 26 |
|
|
2022
Q3 | $528K | Sell |
2,343
-632
| -21% | -$142K | 0.12% | 165 |
|
|
2022
Q2 | $724K | Buy |
2,975
+226
| +8% | +$55K | 0.19% | 101 |
|
|
2022
Q1 | $664K | Buy |
2,749
+270
| +11% | +$65.2K | 0.17% | 118 |
|
|
2021
Q4 | $557K | Buy |
+2,479
| New | +$557K | 0.16% | 107 |
|