HWA
Heartwood 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 |
4,814
+253
| +6% | +$70.6K | 0.14% | 64 |
|
|
2025
Q1 | $1.42M | Buy |
4,561
+700
| +18% | +$218K | 0.16% | 57 |
|
|
2024
Q4 | $1.01M | Buy |
3,861
+7
| +0.2% | +$1.82K | 0.11% | 67 |
|
|
2024
Q3 | $1.24M | Buy |
3,854
+82
| +2% | +$26.4K | 0.14% | 54 |
|
|
2024
Q2 | $1.18M | Buy |
3,772
+70
| +2% | +$21.9K | 0.14% | 52 |
|
|
2024
Q1 | $1.05M | Sell |
3,702
-89
| -2% | -$25.3K | 0.13% | 52 |
|
|
2023
Q4 | $1.09M | Sell |
3,791
-1
| -0% | -$288 | 0.15% | 45 |
|
|
2023
Q3 | $1.02M | Sell |
3,792
-330
| -8% | -$88.7K | 0.15% | 46 |
|
|
2023
Q2 | $915K | Buy |
4,122
+663
| +19% | +$147K | 0.13% | 52 |
|
|
2023
Q1 | $836K | Buy |
3,459
+478
| +16% | +$116K | 0.12% | 57 |
|
|
2022
Q4 | $783K | Sell |
2,981
-334
| -10% | -$87.7K | 0.12% | 54 |
|
|
2022
Q3 | $747K | Buy |
3,315
+468
| +16% | +$105K | 0.13% | 52 |
|
|
2022
Q2 | $693K | Buy |
2,847
+378
| +15% | +$92K | 0.11% | 53 |
|
|
2022
Q1 | $597K | Buy |
2,469
+869
| +54% | +$210K | 0.09% | 65 |
|
|
2021
Q4 | $360K | Buy |
1,600
+161
| +11% | +$36.2K | 0.05% | 77 |
|
|
2021
Q3 | $306K | Buy |
1,439
+80
| +6% | +$17K | 0.05% | 80 |
|
|
2021
Q2 | $331K | Buy |
+1,359
| New | +$331K | 0.05% | 75 |
|