Heartwood Wealth Advisors’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.39M | Buy |
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|
2025
Q2 | $1.34M | Buy |
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|
2025
Q1 | $1.42M | Buy |
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|
2024
Q4 | $1.01M | Buy |
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|
2024
Q3 | $1.24M | Buy |
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|
2024
Q2 | $1.18M | Buy |
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|
2024
Q1 | $1.05M | Sell |
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|
2023
Q4 | $1.09M | Sell |
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|
2023
Q3 | $1.02M | Sell |
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|
2023
Q2 | $915K | Buy |
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|
2023
Q1 | $836K | Buy |
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|
2022
Q4 | $783K | Sell |
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|
2022
Q3 | $747K | Buy |
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|
2022
Q2 | $693K | Buy |
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|
2022
Q1 | $597K | Buy |
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|
2021
Q4 | $360K | Buy |
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|
2021
Q3 | $306K | Buy |
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|
2021
Q2 | $331K | Buy |
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