KMWM
Keudell/Morrison Wealth Management’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Buy |
5,295
+352
| +7% | +$98.3K | 0.33% | 54 |
|
|
2025
Q1 | $1.54M | Buy |
4,943
+400
| +9% | +$125K | 0.36% | 49 |
|
|
2024
Q4 | $1.18M | Buy |
4,543
+497
| +12% | +$130K | 0.31% | 58 |
|
|
2024
Q3 | $1.3M | Sell |
4,046
-309
| -7% | -$99.6K | 0.35% | 57 |
|
|
2024
Q2 | $1.36M | Buy |
4,355
+108
| +3% | +$33.7K | 0.4% | 53 |
|
|
2024
Q1 | $1.21M | Sell |
4,247
-107
| -2% | -$30.4K | 0.37% | 56 |
|
|
2023
Q4 | $1.25M | Sell |
4,354
-533
| -11% | -$154K | 0.41% | 51 |
|
|
2023
Q3 | $1.31M | Buy |
4,887
+193
| +4% | +$51.9K | 0.4% | 49 |
|
|
2023
Q2 | $1.04M | Buy |
4,694
+1,194
| +34% | +$265K | 0.3% | 58 |
|
|
2023
Q1 | $846K | Buy |
3,500
+310
| +10% | +$74.9K | 0.25% | 65 |
|
|
2022
Q4 | $838K | Sell |
3,190
-813
| -20% | -$214K | 0.27% | 70 |
|
|
2022
Q3 | $902K | Buy |
4,003
+427
| +12% | +$96.2K | 0.34% | 58 |
|
|
2022
Q2 | $870K | Buy |
3,576
+41
| +1% | +$9.98K | 0.32% | 67 |
|
|
2022
Q1 | $855K | Sell |
3,535
-68
| -2% | -$16.4K | 0.36% | 68 |
|
|
2021
Q4 | $811K | Buy |
3,603
+518
| +17% | +$117K | 0.32% | 69 |
|
|
2021
Q3 | $656K | Buy |
3,085
+343
| +13% | +$72.9K | 0.28% | 81 |
|
|
2021
Q2 | $668K | Buy |
2,742
+149
| +6% | +$36.3K | 0.37% | 79 |
|
|
2021
Q1 | $645K | Buy |
2,593
+161
| +7% | +$40K | 0.37% | 80 |
|
|
2020
Q4 | $559K | Buy |
2,432
+40
| +2% | +$9.19K | 0.35% | 83 |
|
|
2020
Q3 | $608K | Buy |
2,392
+27
| +1% | +$6.86K | 0.39% | 70 |
|
|
2020
Q2 | $558K | Buy |
2,365
+87
| +4% | +$20.5K | 0.46% | 74 |
|
|
2020
Q1 | $462K | Buy |
2,278
+236
| +12% | +$47.9K | 0.45% | 79 |
|
|
2019
Q4 | $492K | Buy |
2,042
+297
| +17% | +$71.6K | 0.34% | 81 |
|
|
2019
Q3 | $338K | Hold |
1,745
| – | – | 0.28% | 100 |
|
|
2019
Q2 | $320K | Sell |
1,745
-200
| -10% | -$36.7K | 0.28% | 101 |
|
|
2019
Q1 | $370K | Buy |
+1,945
| New | +$370K | 0.33% | 92 |
|