LWMG
Levy Wealth Management Group’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $400K | Buy |
1,282
+14
| +1% | +$4.37K | 0.1% | 68 |
|
|
2024
Q1 | $365K | Hold |
1,268
| – | – | 0.1% | 70 |
|
|
2023
Q4 | $365K | Buy |
1,268
+7
| +0.6% | +$2.02K | 0.1% | 70 |
|
|
2023
Q3 | $339K | Buy |
1,261
+7
| +0.6% | +$1.88K | 0.11% | 74 |
|
|
2023
Q2 | $278K | Buy |
1,254
+11
| +0.9% | +$2.44K | 0.08% | 93 |
|
|
2023
Q1 | $300K | Buy |
1,243
+251
| +25% | +$60.7K | 0.09% | 84 |
|
|
2022
Q4 | $260K | Sell |
992
-26
| -3% | -$6.83K | 0.09% | 75 |
|
|
2022
Q3 | $229K | Buy |
+1,018
| New | +$229K | 0.1% | 67 |
|