IWA
Icon Wealth Advisors’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $617K | Buy |
2,211
+16
| +0.7% | +$4.47K | 0.04% | 228 |
|
|
2025
Q1 | $684K | Sell |
2,195
-52
| -2% | -$16.2K | 0.06% | 184 |
|
|
2024
Q4 | $586K | Sell |
2,247
-163
| -7% | -$42.5K | 0.05% | 197 |
|
|
2024
Q3 | $777K | Sell |
2,410
-1,882
| -44% | -$606K | 0.06% | 162 |
|
|
2024
Q2 | $1.43M | Buy |
4,292
+39
| +0.9% | +$13K | 0.13% | 120 |
|
|
2024
Q1 | $1.21M | Buy |
4,253
+1,012
| +31% | +$288K | 0.11% | 130 |
|
|
2023
Q4 | $934K | Buy |
+3,241
| New | +$934K | 0.1% | 133 |
|
|
2022
Q4 | $529K | Buy |
2,016
+261
| +15% | +$68.5K | 0.06% | 187 |
|
|
2022
Q3 | $396K | Buy |
+1,755
| New | +$396K | 0.05% | 201 |
|