LWM
Lakeridge Wealth Management’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-673
| Closed | -$217K | – | 153 |
|
|
2024
Q3 | $217K | Sell |
673
-7
| -1% | -$2.26K | 0.12% | 143 |
|
|
2024
Q2 | $212K | Sell |
680
-31
| -4% | -$9.69K | 0.13% | 138 |
|
|
2024
Q1 | $202K | Buy |
711
+4
| +0.6% | +$1.14K | 0.13% | 132 |
|
|
2023
Q4 | $204K | Buy |
+707
| New | +$204K | 0.15% | 124 |
|