LWM
Lodestone Wealth Management’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.71M | Buy |
13,304
+103
| +0.8% | +$28.8K | 1.81% | 12 |
|
|
2025
Q1 | $4.11M | Sell |
13,201
-1,052
| -7% | -$328K | 2.19% | 10 |
|
|
2024
Q4 | $3.71M | Sell |
14,253
-380
| -3% | -$99K | 1.86% | 12 |
|
|
2024
Q3 | $4.71M | Buy |
14,633
+361
| +3% | +$116K | 2.36% | 6 |
|
|
2024
Q2 | $4.46M | Buy |
14,272
+43
| +0.3% | +$13.4K | 2.35% | 4 |
|
|
2024
Q1 | $4.05M | Buy |
14,229
+11
| +0.1% | +$3.13K | 2.12% | 7 |
|
|
2023
Q4 | $4.1M | Sell |
14,218
-729
| -5% | -$210K | 2.37% | 5 |
|
|
2023
Q3 | $4.02M | Sell |
14,947
-259
| -2% | -$69.6K | 2.81% | 5 |
|
|
2023
Q2 | $3.38M | Buy |
15,206
+1,767
| +13% | +$392K | 2.31% | 7 |
|
|
2023
Q1 | $3.25M | Sell |
13,439
-233
| -2% | -$56.3K | 2.5% | 6 |
|
|
2022
Q4 | $3.59M | Buy |
+13,672
| New | +$3.59M | 2.9% | 4 |
|