KPWG
KFA Private Wealth Group’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,752
| Closed | -$498K | – | 78 |
|
|
2024
Q1 | $498K | Buy |
1,752
+324
| +23% | +$92.1K | 0.15% | 61 |
|
|
2023
Q4 | $411K | Buy |
1,428
+96
| +7% | +$27.6K | 0.15% | 60 |
|
|
2023
Q3 | $358K | Sell |
1,332
-37
| -3% | -$9.95K | 0.15% | 56 |
|
|
2023
Q2 | $304K | Sell |
1,369
-110
| -7% | -$24.4K | 0.13% | 61 |
|
|
2023
Q1 | $358K | Buy |
1,479
+94
| +7% | +$22.7K | 0.16% | 55 |
|
|
2022
Q4 | $364K | Buy |
1,385
+105
| +8% | +$27.6K | 0.19% | 44 |
|
|
2022
Q3 | $288K | Sell |
1,280
-18
| -1% | -$4.05K | 0.15% | 50 |
|
|
2022
Q2 | $316K | Sell |
1,298
-5
| -0.4% | -$1.22K | 0.17% | 50 |
|
|
2022
Q1 | $315K | Sell |
1,303
-13
| -1% | -$3.14K | 0.16% | 57 |
|
|
2021
Q4 | $296K | Sell |
1,316
-156
| -11% | -$35.1K | 0.15% | 59 |
|
|
2021
Q3 | $313K | Buy |
1,472
+57
| +4% | +$12.1K | 0.17% | 54 |
|
|
2021
Q2 | $345K | Sell |
1,415
-64
| -4% | -$15.6K | 0.19% | 50 |
|
|
2021
Q1 | $368K | Buy |
1,479
+74
| +5% | +$18.4K | 0.21% | 47 |
|
|
2020
Q4 | $323K | Buy |
1,405
+55
| +4% | +$12.6K | 0.21% | 51 |
|
|
2020
Q3 | $343K | Buy |
1,350
+163
| +14% | +$41.4K | 0.26% | 46 |
|
|
2020
Q2 | $280K | Sell |
1,187
-70
| -6% | -$16.5K | 0.27% | 41 |
|
|
2020
Q1 | $255K | Buy |
1,257
+115
| +10% | +$23.3K | 0.3% | 41 |
|
|
2019
Q4 | $275K | Buy |
+1,142
| New | +$275K | 0.25% | 42 |
|