LWA
Lineweaver Wealth Advisors’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Buy |
6,331
+688
| +12% | +$192K | 0.28% | 74 |
|
|
2025
Q1 | $1.76M | Buy |
5,643
+731
| +15% | +$228K | 0.3% | 67 |
|
|
2024
Q4 | $1.28M | Buy |
4,912
+3,723
| +313% | +$972K | 0.24% | 80 |
|
|
2024
Q3 | $383K | Buy |
1,189
+17
| +1% | +$5.48K | 0.07% | 106 |
|
|
2024
Q2 | $367K | Sell |
1,172
-396
| -25% | -$124K | 0.08% | 107 |
|
|
2024
Q1 | $445K | Buy |
1,568
+9
| +0.6% | +$2.56K | 0.11% | 104 |
|
|
2023
Q4 | $449K | Sell |
1,559
-46
| -3% | -$13.2K | 0.12% | 103 |
|
|
2023
Q3 | $431K | Buy |
1,605
+185
| +13% | +$49.7K | 0.13% | 100 |
|
|
2023
Q2 | $316K | Sell |
1,420
-45
| -3% | -$10K | 0.09% | 100 |
|
|
2023
Q1 | $354K | Buy |
1,465
+38
| +3% | +$9.18K | 0.11% | 99 |
|
|
2022
Q4 | $374K | Sell |
1,427
-31
| -2% | -$8.13K | 0.11% | 95 |
|
|
2022
Q3 | $328K | Sell |
1,458
-3
| -0.2% | -$675 | 0.11% | 101 |
|
|
2022
Q2 | $355K | Buy |
1,461
+35
| +2% | +$8.5K | 0.12% | 97 |
|
|
2022
Q1 | $345K | Sell |
1,426
-47
| -3% | -$11.4K | 0.1% | 108 |
|
|
2021
Q4 | $331K | Sell |
1,473
-149
| -9% | -$33.5K | 0.1% | 106 |
|
|
2021
Q3 | $344K | Buy |
1,622
+37
| +2% | +$7.85K | 0.11% | 99 |
|
|
2021
Q2 | $386K | Buy |
1,585
+69
| +5% | +$16.8K | 0.13% | 81 |
|
|
2021
Q1 | $377K | Buy |
1,516
+141
| +10% | +$35.1K | 0.13% | 76 |
|
|
2020
Q4 | $316K | Buy |
1,375
+42
| +3% | +$9.65K | 0.12% | 74 |
|
|
2020
Q3 | $338K | Buy |
1,333
+258
| +24% | +$65.4K | 0.15% | 64 |
|
|
2020
Q2 | $253K | Buy |
+1,075
| New | +$253K | 0.13% | 71 |
|