LWM
LBA Wealth Management’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $129K | Sell |
787
-50
| -6% | -$8.2K | 0.07% | 127 |
|
|
2016
Q4 | $122K | Hold |
837
| – | – | 0.07% | 129 |
|
|
2016
Q3 | $140K | Buy |
837
+59
| +8% | +$9.87K | 0.08% | 128 |
|
|
2016
Q2 | $118K | Buy |
778
+11
| +1% | +$1.67K | 0.07% | 137 |
|
|
2016
Q1 | $115K | Hold |
767
| – | – | 0.07% | 137 |
|
|
2015
Q4 | $125K | Buy |
767
+642
| +514% | +$105K | 0.07% | 146 |
|
|
2015
Q3 | $17K | Sell |
125
-500
| -80% | -$68K | 0.01% | 235 |
|
|
2015
Q2 | $96K | Hold |
625
| – | – | 0.06% | 134 |
|
|
2015
Q1 | $100K | Hold |
625
| – | – | 0.06% | 135 |
|
|
2014
Q4 | $100K | Sell |
625
-254
| -29% | -$40.6K | 0.07% | 137 |
|
|
2014
Q3 | $123K | Buy |
879
+254
| +41% | +$35.5K | 0.09% | 123 |
|
|
2014
Q2 | $74K | Hold |
625
| – | – | 0.06% | 151 |
|
|
2014
Q1 | $77K | Sell |
625
-81
| -11% | -$9.98K | 0.06% | 144 |
|
|
2013
Q4 | $81K | Buy |
+706
| New | +$81K | 0.07% | 140 |
|