LWMM
Legacy Wealth Management (Mississippi)’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $541K | Hold |
1,936
| – | – | 0.16% | 63 |
|
|
2025
Q1 | $603K | Hold |
1,936
| – | – | 0.2% | 60 |
|
|
2024
Q4 | $505K | Buy |
1,936
+1,036
| +115% | +$270K | 0.2% | 68 |
|
|
2024
Q3 | $290K | Hold |
900
| – | – | 0.11% | 86 |
|
|
2024
Q2 | $281K | Hold |
900
| – | – | 0.12% | 66 |
|
|
2024
Q1 | $256K | Hold |
900
| – | – | 0.12% | 67 |
|
|
2023
Q4 | $259K | Hold |
900
| – | – | 0.13% | 70 |
|
|
2023
Q3 | $242K | Buy |
+900
| New | +$242K | 0.13% | 71 |
|
|
2023
Q2 | – | Sell |
-900
| Closed | -$218K | – | 74 |
|
|
2023
Q1 | $218K | Hold |
900
| – | – | 0.12% | 72 |
|
|
2022
Q4 | $236K | Hold |
900
| – | – | 0.14% | 70 |
|
|
2022
Q3 | $203K | Hold |
900
| – | – | 0.14% | 76 |
|
|
2022
Q2 | $219K | Hold |
900
| – | – | 0.13% | 81 |
|
|
2022
Q1 | $218K | Sell |
900
-100
| -10% | -$24.2K | 0.11% | 93 |
|
|
2021
Q4 | $225K | Hold |
1,000
| – | – | 0.12% | 100 |
|
|
2021
Q3 | $213K | Hold |
1,000
| – | – | 0.11% | 101 |
|
|
2021
Q2 | $244K | Buy |
1,000
+100
| +11% | +$24.4K | 0.14% | 96 |
|
|
2021
Q1 | $224K | Hold |
900
| – | – | 0.14% | 93 |
|
|
2020
Q4 | $207K | Hold |
900
| – | – | 0.13% | 92 |
|
|
2020
Q3 | $229K | Hold |
900
| – | – | 0.16% | 94 |
|
|
2020
Q2 | $212K | Buy |
+900
| New | +$212K | 0.16% | 95 |
|
|
2020
Q1 | – | Sell |
-900
| Closed | -$217K | – | 94 |
|
|
2019
Q4 | $217K | Buy |
+900
| New | +$217K | 0.19% | 98 |
|