LWM
LJI Wealth Management’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Hold |
824
| – | – | 0.04% | 165 |
|
|
2025
Q1 | $257K | Hold |
824
| – | – | 0.05% | 150 |
|
|
2024
Q4 | $215K | Sell |
824
-19
| -2% | -$4.95K | 0.04% | 166 |
|
|
2024
Q3 | $272K | Sell |
843
-58
| -6% | -$18.7K | 0.06% | 158 |
|
|
2024
Q2 | $282K | Hold |
901
| – | – | 0.06% | 148 |
|
|
2024
Q1 | $256K | Hold |
901
| – | – | 0.07% | 125 |
|
|
2023
Q4 | $260K | Sell |
901
-174
| -16% | -$50.1K | 0.07% | 141 |
|
|
2023
Q3 | $289K | Buy |
+1,075
| New | +$289K | 0.08% | 128 |
|
|
2023
Q2 | – | Sell |
-861
| Closed | -$208K | – | 179 |
|
|
2023
Q1 | $208K | Buy |
861
+74
| +9% | +$17.9K | 0.07% | 146 |
|
|
2022
Q4 | $207K | Buy |
+787
| New | +$207K | 0.07% | 135 |
|