HWA
HCR Wealth Advisors’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
4,802
+54
| +1% | +$15.1K | 0.16% | 83 |
|
|
2025
Q1 | $1.48M | Buy |
4,748
+6
| +0.1% | +$1.87K | 0.19% | 78 |
|
|
2024
Q4 | $1.24M | Hold |
4,742
| – | – | 0.15% | 89 |
|
|
2024
Q3 | $1.53M | Sell |
4,742
-19
| -0.4% | -$6.12K | 0.2% | 77 |
|
|
2024
Q2 | $1.49M | Buy |
4,761
+152
| +3% | +$47.5K | 0.21% | 71 |
|
|
2024
Q1 | $1.31M | Sell |
4,609
-50
| -1% | -$14.2K | 0.2% | 75 |
|
|
2023
Q4 | $1.34M | Buy |
4,659
+219
| +5% | +$63.1K | 0.21% | 76 |
|
|
2023
Q3 | $1.19M | Sell |
4,440
-7
| -0.2% | -$1.88K | 0.26% | 71 |
|
|
2023
Q2 | $987K | Hold |
4,447
| – | – | 0.18% | 81 |
|
|
2023
Q1 | $1.08M | Hold |
4,447
| – | – | 0.21% | 77 |
|
|
2022
Q4 | $1.17M | Sell |
4,447
-100
| -2% | -$26.3K | 0.25% | 75 |
|
|
2022
Q3 | $1.03M | Hold |
4,547
| – | – | 0.22% | 77 |
|
|
2022
Q2 | $1.11M | Hold |
4,547
| – | – | 0.22% | 78 |
|
|
2022
Q1 | $1.1M | Sell |
4,547
-210
| -4% | -$50.8K | 0.18% | 89 |
|
|
2021
Q4 | $1.07M | Buy |
4,757
+11
| +0.2% | +$2.47K | 0.17% | 101 |
|
|
2021
Q3 | $1.01M | Buy |
4,746
+410
| +9% | +$87.2K | 0.17% | 101 |
|
|
2021
Q2 | $1.06M | Sell |
4,336
-160
| -4% | -$39K | 0.18% | 96 |
|
|
2021
Q1 | $1.12M | Sell |
4,496
-700
| -13% | -$174K | 0.22% | 88 |
|
|
2020
Q4 | $1.2M | Sell |
5,196
-19
| -0.4% | -$4.37K | 0.25% | 79 |
|
|
2020
Q3 | $1.33M | Sell |
5,215
-520
| -9% | -$132K | 0.3% | 65 |
|
|
2020
Q2 | $1.45M | Buy |
5,735
+78
| +1% | +$19.7K | 0.34% | 49 |
|
|
2020
Q1 | $1.15M | Sell |
5,657
-399
| -7% | -$80.9K | 0.33% | 56 |
|
|
2019
Q4 | $1.46M | Buy |
6,056
+1,111
| +22% | +$268K | 0.35% | 52 |
|
|
2019
Q3 | $957K | Sell |
4,945
-1,055
| -18% | -$204K | 0.32% | 67 |
|
|
2019
Q2 | $1.11M | Sell |
6,000
-694
| -10% | -$128K | 0.31% | 60 |
|
|
2019
Q1 | $1.04M | Buy |
6,694
+1,275
| +24% | +$199K | 0.3% | 72 |
|
|
2018
Q4 | $1.06M | Sell |
5,419
-550
| -9% | -$107K | 0.34% | 61 |
|
|
2018
Q3 | $1.19M | Sell |
5,969
-78
| -1% | -$15.5K | 0.39% | 63 |
|
|
2018
Q2 | $1.12M | Buy |
6,047
+572
| +10% | +$106K | 0.37% | 67 |
|
|
2018
Q1 | $933K | Sell |
5,475
-667
| -11% | -$114K | 0.32% | 78 |
|
|
2017
Q4 | $1.07M | Buy |
6,142
+100
| +2% | +$17.4K | 0.37% | 65 |
|
|
2017
Q3 | $1.13M | Buy |
+6,042
| New | +$1.13M | 0.47% | 52 |
|
|
2017
Q2 | – | Sell |
-5,240
| Closed | -$860K | – | 144 |
|
|
2017
Q1 | $860K | Buy |
5,240
+1
| +0% | +$164 | 0.44% | 59 |
|
|
2016
Q4 | $766K | Buy |
+5,239
| New | +$766K | 0.4% | 60 |
|