HPWM
High Pines Wealth Management’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $223K | Sell |
775
-100
| -11% | -$28.8K | 0.34% | 30 |
|
|
2023
Q3 | $235K | Sell |
875
-400
| -31% | -$108K | 0.39% | 29 |
|
|
2023
Q2 | $283K | Buy |
1,275
+2
| +0.2% | +$444 | 0.43% | 26 |
|
|
2023
Q1 | $308K | Buy |
1,273
+11
| +0.9% | +$2.66K | 0.51% | 25 |
|
|
2022
Q4 | $331K | Hold |
1,262
| – | – | 0.58% | 20 |
|
|
2022
Q3 | $284K | Sell |
1,262
-311
| -20% | -$70K | 0.54% | 22 |
|
|
2022
Q2 | $383K | Sell |
1,573
-9,953
| -86% | -$2.42M | 0.71% | 13 |
|
|
2022
Q1 | $2.79M | Buy |
11,526
+990
| +9% | +$239K | 2.05% | 24 |
|
|
2021
Q4 | $2.37M | Sell |
10,536
-8,331
| -44% | -$1.87M | 1.65% | 26 |
|
|
2021
Q3 | $4.01M | Buy |
18,867
+2,748
| +17% | +$584K | 2.75% | 18 |
|
|
2021
Q2 | $3.93M | Buy |
16,119
+243
| +2% | +$59.2K | 2.96% | 16 |
|
|
2021
Q1 | $3.95M | Buy |
15,876
+7,351
| +86% | +$1.83M | 3.49% | 11 |
|
|
2020
Q4 | $1.96M | Buy |
+8,525
| New | +$1.96M | 1.81% | 23 |
|