JWM
JPL Wealth Management’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.83M | Buy |
10,141
+86
| +0.9% | +$24K | 0.76% | 59 |
|
|
2025
Q1 | $3.13M | Buy |
10,055
+138
| +1% | +$43K | 0.89% | 53 |
|
|
2024
Q4 | $2.58M | Buy |
+9,917
| New | +$2.58M | 0.74% | 61 |
|
|
2024
Q2 | $2.16M | Buy |
6,907
+687
| +11% | +$215K | 1.06% | 44 |
|
|
2024
Q1 | $1.77M | Buy |
6,220
+1,209
| +24% | +$344K | 0.98% | 51 |
|
|
2023
Q4 | $1.44M | Buy |
+5,011
| New | +$1.44M | 1.04% | 47 |
|