JWM
Jackson Wealth Management’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,474
| Closed | -$2.02M | – | 161 |
|
|
2025
Q1 | $2.02M | Buy |
6,474
+2,150
| +50% | +$670K | 0.25% | 74 |
|
|
2024
Q4 | $1.13M | Sell |
4,324
-1,960
| -31% | -$511K | 0.13% | 90 |
|
|
2024
Q3 | $2.03M | Buy |
6,284
+3,000
| +91% | +$967K | 0.24% | 74 |
|
|
2024
Q2 | $1.03M | Buy |
+3,284
| New | +$1.03M | 0.22% | 72 |
|
|
2023
Q2 | – | Sell |
-3,959
| Closed | -$957K | – | 121 |
|
|
2023
Q1 | $957K | Sell |
3,959
-701
| -15% | -$169K | 0.72% | 51 |
|
|
2022
Q4 | $1.22M | Sell |
4,660
-922
| -17% | -$242K | 0.45% | 57 |
|
|
2022
Q3 | $1.26M | Buy |
5,582
+3,585
| +180% | +$808K | 0.25% | 71 |
|
|
2022
Q2 | $486K | Buy |
+1,997
| New | +$486K | 0.23% | 76 |
|
|
2021
Q3 | – | Sell |
-16,018
| Closed | -$3.9M | – | 88 |
|
|
2021
Q2 | $3.9M | Buy |
16,018
+46
| +0.3% | +$11.2K | 0.49% | 50 |
|
|
2021
Q1 | $3.97M | Buy |
15,972
+51
| +0.3% | +$12.7K | 0.6% | 48 |
|
|
2020
Q4 | $3.66M | Sell |
15,921
-81
| -0.5% | -$18.6K | 0.5% | 50 |
|
|
2020
Q3 | $4.07M | Buy |
16,002
+538
| +3% | +$137K | 0.61% | 45 |
|
|
2020
Q2 | $3.65M | Buy |
15,464
+665
| +4% | +$157K | 0.65% | 38 |
|
|
2020
Q1 | $3.59M | Sell |
14,799
-5,557
| -27% | -$1.35M | 0.75% | 30 |
|
|
2019
Q4 | $4.59M | Buy |
20,356
+269
| +1% | +$60.7K | 0.76% | 39 |
|
|
2019
Q3 | $3.99M | Buy |
+20,087
| New | +$3.99M | 0.84% | 32 |
|
|
2015
Q4 | – | Sell |
-570
| Closed | -$79K | – | 66 |
|
|
2015
Q3 | $79K | Buy |
+570
| New | +$79K | 0.03% | 112 |
|