HWMO
Heritage Wealth Management (Ohio)’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $782K | Buy |
2,800
+76
| +3% | +$21.2K | 0.25% | 100 |
|
|
2025
Q1 | $849K | Buy |
2,724
+1
| +0% | +$312 | 0.29% | 88 |
|
|
2024
Q4 | $710K | Buy |
2,723
+1
| +0% | +$261 | 0.24% | 108 |
|
|
2024
Q3 | $877K | Buy |
2,722
+1
| +0% | +$322 | 0.29% | 89 |
|
|
2024
Q2 | $846K | Buy |
+2,721
| New | +$846K | 0.28% | 91 |
|