FMWA
Forvis Mazars Wealth Advisors’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $578K | Buy |
2,070
+9
| +0.4% | +$2.51K | 0.01% | 260 |
|
|
2025
Q1 | $642K | Sell |
2,061
-276
| -12% | -$86K | 0.02% | 248 |
|
|
2024
Q4 | $609K | Sell |
2,337
-49
| -2% | -$12.8K | 0.01% | 285 |
|
|
2024
Q3 | $769K | Buy |
2,386
+681
| +40% | +$219K | 0.02% | 256 |
|
|
2024
Q2 | $533K | Sell |
1,705
-624
| -27% | -$195K | 0.01% | 280 |
|
|
2024
Q1 | $662K | Sell |
2,329
-249
| -10% | -$70.8K | 0.02% | 254 |
|
|
2023
Q4 | $743K | Buy |
2,578
+35
| +1% | +$10.1K | 0.02% | 233 |
|
|
2023
Q3 | $684K | Buy |
2,543
+631
| +33% | +$170K | 0.02% | 232 |
|
|
2023
Q2 | $425K | Buy |
1,912
+528
| +38% | +$117K | 0.01% | 312 |
|
|
2023
Q1 | $335K | Buy |
1,384
+53
| +4% | +$12.8K | 0.01% | 317 |
|
|
2022
Q4 | $350K | Buy |
1,331
+84
| +7% | +$22.1K | 0.01% | 305 |
|
|
2022
Q3 | $281K | Sell |
1,247
-142
| -10% | -$32K | 0.01% | 327 |
|
|
2022
Q2 | $338K | Buy |
1,389
+165
| +13% | +$40.2K | 0.01% | 300 |
|
|
2022
Q1 | $296K | Buy |
1,224
+276
| +29% | +$66.7K | 0.01% | 244 |
|
|
2021
Q4 | $213K | Buy |
+948
| New | +$213K | 0.01% | 276 |
|
|
2021
Q2 | – | Sell |
-1,368
| Closed | -$340K | – | 262 |
|
|
2021
Q1 | $340K | Sell |
1,368
-3,692
| -73% | -$918K | 0.02% | 213 |
|
|
2020
Q4 | $1.16M | Buy |
5,060
+443
| +10% | +$102K | 0.06% | 138 |
|
|
2020
Q3 | $1.17M | Buy |
4,617
+157
| +4% | +$39.9K | 0.07% | 123 |
|
|
2020
Q2 | $1.05M | Buy |
4,460
+100
| +2% | +$23.6K | 0.07% | 127 |
|
|
2020
Q1 | $884K | Buy |
4,360
+59
| +1% | +$12K | 0.07% | 116 |
|
|
2019
Q4 | $1.04M | Buy |
4,301
+444
| +12% | +$107K | 0.07% | 118 |
|
|
2019
Q3 | $746K | Buy |
3,857
+184
| +5% | +$35.6K | 0.06% | 126 |
|
|
2019
Q2 | $677K | Buy |
3,673
+98
| +3% | +$18.1K | 0.05% | 131 |
|
|
2019
Q1 | $679K | Sell |
3,575
-457
| -11% | -$86.8K | 0.06% | 132 |
|
|
2018
Q4 | $785K | Buy |
4,032
+150
| +4% | +$29.2K | 0.08% | 104 |
|
|
2018
Q3 | $805K | Sell |
3,882
-30
| -0.8% | -$6.22K | 0.07% | 112 |
|
|
2018
Q2 | $722K | Buy |
3,912
+58
| +2% | +$10.7K | 0.07% | 115 |
|
|
2018
Q1 | $657K | Sell |
3,854
-44
| -1% | -$7.5K | 0.07% | 119 |
|
|
2017
Q4 | $678K | Buy |
3,898
+205
| +6% | +$35.7K | 0.07% | 119 |
|
|
2017
Q3 | $689K | Buy |
3,693
+113
| +3% | +$21.1K | 0.08% | 112 |
|
|
2017
Q2 | $617K | Buy |
3,580
+91
| +3% | +$15.7K | 0.07% | 120 |
|
|
2017
Q1 | $572K | Buy |
3,489
+326
| +10% | +$53.4K | 0.07% | 115 |
|
|
2016
Q4 | $462K | Buy |
3,163
+50
| +2% | +$7.3K | 0.06% | 127 |
|
|
2016
Q3 | $519K | Buy |
3,113
+378
| +14% | +$63K | 0.07% | 111 |
|
|
2016
Q2 | $416K | Buy |
2,735
+53
| +2% | +$8.06K | 0.06% | 118 |
|
|
2016
Q1 | $402K | Sell |
2,682
-195
| -7% | -$29.2K | 0.06% | 119 |
|
|
2015
Q4 | $467K | Buy |
2,877
+205
| +8% | +$33.3K | 0.07% | 115 |
|
|
2015
Q3 | $370K | Buy |
2,672
+1,228
| +85% | +$170K | 0.07% | 120 |
|
|
2015
Q2 | $222K | Sell |
1,444
-113
| -7% | -$17.4K | 0.03% | 169 |
|
|
2015
Q1 | $249K | Buy |
1,557
+187
| +14% | +$29.9K | 0.04% | 161 |
|
|
2014
Q4 | $218K | Buy |
+1,370
| New | +$218K | 0.04% | 148 |
|
|
2014
Q1 | – | Sell |
-6,348
| Closed | -$725K | – | 155 |
|
|
2013
Q4 | $725K | Sell |
6,348
-10
| -0.2% | -$1.14K | 0.13% | 86 |
|
|
2013
Q3 | $712K | Buy |
+6,358
| New | +$712K | 0.15% | 88 |
|