IWA
IBEX Wealth Advisors’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.97M | Buy |
28,559
+724
| +3% | +$202K | 0.85% | 32 |
|
|
2025
Q1 | $8.67M | Buy |
27,835
+872
| +3% | +$272K | 1.15% | 28 |
|
|
2024
Q4 | $7.03M | Buy |
26,963
+3,460
| +15% | +$902K | 0.83% | 39 |
|
|
2024
Q3 | $5.47M | Sell |
23,503
-2,260
| -9% | -$526K | 1.5% | 26 |
|
|
2024
Q2 | $8.05M | Buy |
25,763
+1,192
| +5% | +$372K | 1.26% | 22 |
|
|
2024
Q1 | $6.45M | Buy |
24,571
+24,547
| +102,279% | +$6.45M | 1.75% | 21 |
|
|
2023
Q4 | $7.05K | Sell |
24
-24,718
| -100% | -$7.26M | 1.53% | 19 |
|
|
2023
Q3 | $6.65M | Buy |
+24,742
| New | +$6.65M | 1.69% | 17 |
|
|
2023
Q1 | $6.11M | Buy |
25,256
+685
| +3% | +$166K | 1.58% | 20 |
|
|
2022
Q4 | $6.45M | Buy |
24,571
+705
| +3% | +$185K | 1.46% | 22 |
|
|
2022
Q3 | $5.38M | Buy |
23,866
+7
| +0% | +$1.58K | 1.4% | 23 |
|
|
2022
Q2 | $5.81M | Buy |
23,859
+355
| +2% | +$86.4K | 1.34% | 27 |
|
|
2022
Q1 | $5.68M | Buy |
23,504
+2,344
| +11% | +$567K | 1.09% | 33 |
|
|
2021
Q4 | $4.76M | Buy |
21,160
+1,315
| +7% | +$296K | 0.84% | 37 |
|
|
2021
Q3 | $4.22M | Buy |
19,845
+214
| +1% | +$45.5K | 0.81% | 48 |
|
|
2021
Q2 | $4.79M | Buy |
19,631
+825
| +4% | +$201K | 0.96% | 37 |
|
|
2021
Q1 | $4.68M | Buy |
18,806
+1,060
| +6% | +$264K | 1.15% | 31 |
|
|
2020
Q4 | $4.08M | Buy |
17,746
+305
| +2% | +$70.1K | 1.07% | 36 |
|
|
2020
Q3 | $4.43M | Sell |
17,441
-12
| -0.1% | -$3.05K | 1.29% | 28 |
|
|
2020
Q2 | $4.12M | Sell |
17,453
-4,317
| -20% | -$1.02M | 1.32% | 26 |
|
|
2020
Q1 | $4.41M | Sell |
21,770
-2,045
| -9% | -$415K | 1.72% | 13 |
|
|
2019
Q4 | $5.74M | Buy |
23,815
+1,384
| +6% | +$334K | 1.76% | 16 |
|
|
2019
Q3 | $4.34M | Buy |
22,431
+8,490
| +61% | +$1.64M | 1.44% | 23 |
|
|
2019
Q2 | $2.57M | Buy |
13,941
+2,728
| +24% | +$503K | 0.74% | 51 |
|
|
2019
Q1 | $2.13M | Buy |
+11,213
| New | +$2.13M | 0.75% | 60 |
|
|
2018
Q1 | – | Sell |
-15,598
| Closed | -$2.82M | – | 87 |
|
|
2017
Q4 | $2.82M | Buy |
15,598
+492
| +3% | +$88.8K | 1.25% | 32 |
|
|
2017
Q3 | $2.8M | Buy |
15,106
+177
| +1% | +$32.8K | 1.04% | 42 |
|
|
2017
Q2 | $2.57M | Buy |
14,929
+3,310
| +28% | +$570K | 1.01% | 42 |
|
|
2017
Q1 | $1.89M | Buy |
11,619
+1,214
| +12% | +$197K | 1.16% | 35 |
|
|
2016
Q4 | $1.61M | Sell |
10,405
-6,753
| -39% | -$1.04M | 0.77% | 48 |
|
|
2016
Q3 | $2.86M | Buy |
+17,158
| New | +$2.86M | 1.57% | 22 |
|