JWM
Jacobus Wealth Management’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $488K | Hold |
2,620
| – | – | 0.13% | 110 |
|
|
2017
Q2 | $451K | Hold |
2,620
| – | – | 0.12% | 114 |
|
|
2017
Q1 | $430K | Hold |
2,620
| – | – | 0.12% | 111 |
|
|
2016
Q4 | $383K | Hold |
2,620
| – | – | 0.11% | 121 |
|
|
2016
Q3 | $437K | Hold |
2,620
| – | – | 0.13% | 116 |
|
|
2016
Q2 | $399K | Sell |
2,620
-904
| -26% | -$138K | 0.12% | 119 |
|
|
2016
Q1 | $528K | Sell |
3,524
-22
| -0.6% | -$3.3K | 0.15% | 111 |
|
|
2015
Q4 | $576K | Sell |
3,546
-430
| -11% | -$69.8K | 0.17% | 111 |
|
|
2015
Q3 | $550K | Buy |
3,976
+12
| +0.3% | +$1.66K | 0.16% | 108 |
|
|
2015
Q2 | $609K | Buy |
3,964
+21
| +0.5% | +$3.23K | 0.15% | 114 |
|
|
2015
Q1 | $630K | Buy |
3,943
+180
| +5% | +$28.8K | 0.16% | 107 |
|
|
2014
Q4 | $599K | Buy |
3,763
+663
| +21% | +$106K | 0.16% | 106 |
|
|
2014
Q3 | $435K | Sell |
3,100
-500
| -14% | -$70.2K | 0.12% | 140 |
|
|
2014
Q2 | $426K | Sell |
3,600
-240
| -6% | -$28.4K | 0.11% | 149 |
|
|
2014
Q1 | $474K | Buy |
3,840
+590
| +18% | +$72.8K | 0.12% | 138 |
|
|
2013
Q4 | $371K | Hold |
3,250
| – | – | 0.11% | 151 |
|
|
2013
Q3 | $364K | Hold |
3,250
| – | – | 0.13% | 127 |
|
|
2013
Q2 | $321K | Buy |
+3,250
| New | +$321K | 0.12% | 127 |
|