IWA
IVC Wealth Advisors’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $404K | Buy |
1,445
+310
| +27% | +$86.6K | 0.2% | 96 |
|
|
2025
Q1 | $353K | Buy |
1,135
+294
| +35% | +$91.6K | 0.19% | 106 |
|
|
2024
Q4 | $219K | Sell |
841
-402
| -32% | -$105K | 0.12% | 145 |
|
|
2024
Q3 | $401K | Sell |
1,243
-149
| -11% | -$48K | 0.22% | 95 |
|
|
2024
Q2 | $435K | Sell |
1,392
-81
| -5% | -$25.3K | 0.24% | 90 |
|
|
2024
Q1 | $419K | Sell |
1,473
-17
| -1% | -$4.84K | 0.24% | 96 |
|
|
2023
Q4 | $429K | Sell |
1,490
-74
| -5% | -$21.3K | 0.27% | 86 |
|
|
2023
Q3 | $420K | Buy |
1,564
+23
| +1% | +$6.18K | 0.28% | 89 |
|
|
2023
Q2 | $342K | Buy |
1,541
+13
| +0.9% | +$2.89K | 0.22% | 103 |
|
|
2023
Q1 | $369K | Sell |
1,528
-1
| -0.1% | -$242 | 0.26% | 90 |
|
|
2022
Q4 | $401K | Sell |
1,529
-6
| -0.4% | -$1.58K | 0.3% | 86 |
|
|
2022
Q3 | $346K | Sell |
1,535
-1
| -0.1% | -$225 | 0.28% | 91 |
|
|
2022
Q2 | $374K | Buy |
1,536
+12
| +0.8% | +$2.92K | 0.29% | 85 |
|
|
2022
Q1 | $369K | Sell |
1,524
-30
| -2% | -$7.26K | 0.24% | 99 |
|
|
2021
Q4 | $350K | Buy |
1,554
+111
| +8% | +$25K | 0.23% | 102 |
|
|
2021
Q3 | $307K | Sell |
1,443
-249
| -15% | -$53K | 0.21% | 105 |
|
|
2021
Q2 | $412K | Buy |
1,692
+2
| +0.1% | +$487 | 0.29% | 85 |
|
|
2021
Q1 | $421K | Buy |
1,690
+1
| +0.1% | +$249 | 0.33% | 83 |
|
|
2020
Q4 | $388K | Buy |
+1,689
| New | +$388K | 0.37% | 73 |
|