KWM
Kolinsky Wealth Management’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $619K | Buy |
2,376
+135
| +6% | +$35.2K | 0.38% | 54 |
|
|
2024
Q3 | $722K | Buy |
2,241
+95
| +4% | +$30.6K | 0.47% | 38 |
|
|
2024
Q2 | $671K | Buy |
2,146
+268
| +14% | +$83.8K | 0.48% | 40 |
|
|
2024
Q1 | $534K | Buy |
1,878
+4
| +0.2% | +$1.14K | 0.41% | 56 |
|
|
2023
Q4 | $540K | Buy |
1,874
+201
| +12% | +$57.9K | 0.48% | 46 |
|
|
2023
Q3 | $450K | Buy |
1,673
+11
| +0.7% | +$2.96K | 0.45% | 48 |
|
|
2023
Q2 | $368K | Buy |
1,662
+535
| +47% | +$118K | 0.35% | 73 |
|
|
2023
Q1 | $272K | Sell |
1,127
-21
| -2% | -$5.07K | 0.29% | 89 |
|
|
2022
Q4 | $302K | Buy |
1,148
+86
| +8% | +$22.6K | 0.34% | 73 |
|
|
2022
Q3 | $239K | Buy |
1,062
+13
| +1% | +$2.93K | 0.3% | 93 |
|
|
2022
Q2 | $255K | Buy |
1,049
+71
| +7% | +$17.3K | 0.3% | 86 |
|
|
2022
Q1 | $236K | Buy |
+978
| New | +$236K | 0.23% | 113 |
|