JWWM
Johnson & White Wealth Management’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $614K | Buy |
2,199
+129
| +6% | +$36K | 0.31% | 63 |
|
|
2025
Q1 | $645K | Buy |
2,070
+1
| +0% | +$312 | 0.36% | 58 |
|
|
2024
Q4 | $536K | Buy |
2,069
+1,069
| +107% | +$277K | 0.32% | 60 |
|
|
2024
Q3 | $322K | Hold |
1,000
| – | – | 0.28% | 43 |
|
|
2024
Q2 | $312K | Hold |
1,000
| – | – | 0.3% | 42 |
|
|
2024
Q1 | $284K | Hold |
1,000
| – | – | 0.21% | 66 |
|
|
2023
Q4 | $288K | Hold |
1,000
| – | – | 0.24% | 66 |
|
|
2023
Q3 | $269K | Buy |
+1,000
| New | +$269K | 0.24% | 64 |
|
|
2023
Q2 | – | Sell |
-1,005
| Closed | -$243K | – | 38 |
|
|
2023
Q1 | $243K | Buy |
+1,005
| New | +$243K | 0.22% | 66 |
|
|
2022
Q4 | – | Sell |
-1,005
| Closed | -$227K | – | 79 |
|
|
2022
Q3 | $227K | Buy |
+1,005
| New | +$227K | 0.26% | 69 |
|