KWM
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Kolinsky Wealth Management’s Amgen AMGN Stock Holding History

Kolinsky Wealth Management’s Portfolio AMGN Stock Details AMGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$619K Buy
2,376
+135
+6% +$40.1K 0.38% 54
2024
Q3 		$722K Buy
2,241
+95
+4% +$31.1K 0.47% 38
2024
Q2 		$671K Buy
2,146
+268
+14% +$78.7K 0.48% 40
2024
Q1 		$534K Buy
1,878
+4
+0.2% +$1.17K 0.41% 56
2023
Q4 		$540K Buy
1,874
+201
+12% +$54.8K 0.48% 46
2023
Q3 		$450K Buy
1,673
+11
+0.7% +$2.75K 0.45% 48
2023
Q2 		$368K Buy
1,662
+535
+47% +$124K 0.35% 73
2023
Q1 		$272K Sell
1,127
-21
-2% -$5.16K 0.29% 89
2022
Q4 		$302K Buy
1,148
+86
+8% +$23.1K 0.34% 73
2022
Q3 		$239K Buy
1,062
+13
+1% +$3.15K 0.3% 93
2022
Q2 		$255K Buy
1,049
+71
+7% +$17.4K 0.3% 86
2022
Q1 		$236K Buy
+978
New +$225K 0.23% 113

Other funds holding AMGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return