FVWA
Foster Victor Wealth Advisors’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.7M | Buy |
52,956
+4,778
| +10% | +$1.42M | 1.06% | 35 |
|
|
2025
Q1 | $13.8M | Sell |
48,178
-3,163
| -6% | -$905K | 1.11% | 33 |
|
|
2024
Q4 | $14M | Buy |
51,341
+11,804
| +30% | +$3.21M | 1.07% | 36 |
|
|
2024
Q3 | $12.7M | Sell |
39,537
-19,385
| -33% | -$6.25M | 1.02% | 37 |
|
|
2024
Q2 | $19.6M | Sell |
58,922
-125
| -0.2% | -$41.6K | 1.64% | 11 |
|
|
2024
Q1 | $15.9M | Buy |
59,047
+4,366
| +8% | +$1.18M | 1.45% | 20 |
|
|
2023
Q4 | $17M | Sell |
54,681
-4,530
| -8% | -$1.41M | 1.74% | 13 |
|
|
2023
Q3 | $15.8M | Sell |
59,211
-4,380
| -7% | -$1.17M | 1.84% | 12 |
|
|
2023
Q2 | $14.4M | Buy |
63,591
+7,666
| +14% | +$1.73M | 1.6% | 23 |
|
|
2023
Q1 | $13.8M | Buy |
55,925
+7,620
| +16% | +$1.89M | 1.68% | 16 |
|
|
2022
Q4 | $13.3M | Sell |
48,305
-3,378
| -7% | -$930K | 1.69% | 12 |
|
|
2022
Q3 | $11.9M | Buy |
51,683
+3,340
| +7% | +$771K | 1.74% | 14 |
|
|
2022
Q2 | $11.9M | Buy |
48,343
+1,743
| +4% | +$427K | 1.76% | 13 |
|
|
2022
Q1 | $11.6M | Buy |
46,600
+5,962
| +15% | +$1.49M | 1.6% | 20 |
|
|
2021
Q4 | $9.42M | Buy |
40,638
+7,909
| +24% | +$1.83M | 1.28% | 29 |
|
|
2021
Q3 | $6.96M | Buy |
32,729
+2,205
| +7% | +$469K | 1.11% | 33 |
|
|
2021
Q2 | $7.44M | Buy |
30,524
+3,295
| +12% | +$803K | 1.24% | 32 |
|
|
2021
Q1 | $6.81M | Buy |
27,229
+3,356
| +14% | +$839K | 1.27% | 30 |
|
|
2020
Q4 | $5.49M | Buy |
23,873
+4,444
| +23% | +$1.02M | 1.25% | 32 |
|
|
2020
Q3 | $4.94M | Buy |
19,429
+1,018
| +6% | +$259K | 1.34% | 29 |
|
|
2020
Q2 | $4.34M | Buy |
18,411
+1,906
| +12% | +$450K | 1.44% | 27 |
|
|
2020
Q1 | $3.81M | Sell |
16,505
-242
| -1% | -$55.8K | 1.67% | 16 |
|
|
2019
Q4 | $3.99M | Buy |
16,747
+3,203
| +24% | +$763K | 1.73% | 9 |
|
|
2019
Q3 | $2.67M | Buy |
13,544
+7,238
| +115% | +$1.43M | 1.49% | 15 |
|
|
2019
Q2 | $1.15M | Buy |
6,306
+2,176
| +53% | +$396K | 0.84% | 19 |
|
|
2019
Q1 | $785K | Buy |
4,130
+258
| +7% | +$49K | 0.61% | 32 |
|
|
2018
Q4 | $754K | Buy |
+3,872
| New | +$754K | 0.71% | 17 |
|