LWM
Liberty Wealth Management’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $665K | Sell |
2,381
-99
| -4% | -$27.6K | 0.1% | 107 |
|
|
2025
Q1 | $773K | Sell |
2,480
-65
| -3% | -$20.3K | 0.15% | 71 |
|
|
2024
Q4 | $663K | Buy |
2,545
+62
| +2% | +$16.2K | 0.11% | 98 |
|
|
2024
Q3 | $800K | Sell |
2,483
-9,079
| -79% | -$2.93M | 0.14% | 87 |
|
|
2024
Q2 | $791K | Buy |
11,562
+9,141
| +378% | +$625K | 0.15% | 85 |
|
|
2024
Q1 | $688K | Buy |
2,421
+34
| +1% | +$9.66K | 0.13% | 86 |
|
|
2023
Q4 | $687K | Sell |
2,387
-108
| -4% | -$31.1K | 0.15% | 77 |
|
|
2023
Q3 | $671K | Buy |
2,495
+15
| +0.6% | +$4.03K | 0.17% | 71 |
|
|
2023
Q2 | $792K | Buy |
2,480
+280
| +13% | +$89.4K | 0.2% | 64 |
|
|
2023
Q1 | $532K | Buy |
+2,200
| New | +$532K | 0.11% | 117 |
|
|
2022
Q3 | $501K | Buy |
2,223
+107
| +5% | +$24.1K | 0.13% | 84 |
|
|
2022
Q2 | $514K | Buy |
2,116
+42
| +2% | +$10.2K | 0.21% | 79 |
|
|
2022
Q1 | $501K | Buy |
2,074
+244
| +13% | +$58.9K | 0.18% | 79 |
|
|
2021
Q4 | $635 | Sell |
1,830
-230
| -11% | -$80 | 0.03% | 86 |
|
|
2021
Q3 | $428K | Buy |
2,060
+110
| +6% | +$22.9K | 0.15% | 86 |
|
|
2021
Q2 | $479K | Buy |
1,950
+93
| +5% | +$22.8K | 0.19% | 74 |
|
|
2021
Q1 | $446K | Hold |
1,857
| – | – | 0.22% | 67 |
|
|
2020
Q4 | $446K | Sell |
1,857
-18
| -1% | -$4.32K | 0.22% | 67 |
|
|
2020
Q3 | $476K | Buy |
1,875
+156
| +9% | +$39.6K | 0.28% | 57 |
|
|
2020
Q2 | $405K | Buy |
1,719
+112
| +7% | +$26.4K | 0.29% | 56 |
|
|
2020
Q1 | $326K | Buy |
1,607
+68
| +4% | +$13.8K | 0.28% | 57 |
|
|
2019
Q4 | $371K | Buy |
1,539
+1,003
| +187% | +$242K | 0.29% | 63 |
|
|
2019
Q3 | $104K | Sell |
536
-1,285
| -71% | -$249K | 0.1% | 143 |
|
|
2019
Q2 | $336K | Buy |
1,821
+1,073
| +143% | +$198K | 0.29% | 75 |
|
|
2019
Q1 | $142K | Sell |
748
-40
| -5% | -$7.59K | 0.11% | 107 |
|
|
2018
Q4 | $153K | Buy |
+788
| New | +$153K | 0.11% | 98 |
|