LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.7M | Sell |
59,923
-2,546
| -4% | -$711K | 0.15% | 63 |
|
|
2025
Q1 | $17.4M | Sell |
62,469
-2,368
| -4% | -$658K | 0.17% | 62 |
|
|
2024
Q4 | $18.3M | Sell |
64,837
-238
| -0.4% | -$67.3K | 0.16% | 63 |
|
|
2024
Q3 | $20.5M | Sell |
65,075
-903
| -1% | -$285K | 0.18% | 59 |
|
|
2024
Q2 | $22M | Sell |
65,978
-2,842
| -4% | -$947K | 0.2% | 59 |
|
|
2024
Q1 | $18.7M | Sell |
68,820
-2,036
| -3% | -$554K | 0.19% | 61 |
|
|
2023
Q4 | $22.3M | Sell |
70,856
-912
| -1% | -$287K | 0.22% | 58 |
|
|
2023
Q3 | $19.1M | Buy |
71,768
+583
| +0.8% | +$155K | 0.21% | 60 |
|
|
2023
Q2 | $15.8M | Sell |
71,185
-8,374
| -11% | -$1.86M | 0.17% | 62 |
|
|
2023
Q1 | $19.2M | Sell |
79,559
-4,804
| -6% | -$1.16M | 0.22% | 61 |
|
|
2022
Q4 | $22.2M | Sell |
84,363
-8,152
| -9% | -$2.14M | 0.27% | 54 |
|
|
2022
Q3 | $20.9M | Sell |
92,515
-206
| -0.2% | -$46.4K | 0.27% | 56 |
|
|
2022
Q2 | $22.6M | Sell |
92,721
-2,311
| -2% | -$562K | 0.28% | 56 |
|
|
2022
Q1 | $23M | Buy |
95,032
+2,205
| +2% | +$533K | 0.24% | 57 |
|
|
2021
Q4 | $20.9M | Buy |
92,827
+1,623
| +2% | +$365K | 0.19% | 59 |
|
|
2021
Q3 | $19.4M | Buy |
91,204
+3,983
| +5% | +$847K | 0.19% | 59 |
|
|
2021
Q2 | $21.3M | Buy |
87,221
+2,908
| +3% | +$709K | 0.22% | 59 |
|
|
2021
Q1 | $21M | Buy |
84,313
+4,187
| +5% | +$1.04M | 0.23% | 57 |
|
|
2020
Q4 | $18.4M | Sell |
80,126
-79
| -0.1% | -$18.2K | 0.21% | 60 |
|
|
2020
Q3 | $20.4M | Sell |
80,205
-1,485
| -2% | -$377K | 0.26% | 56 |
|
|
2020
Q2 | $19.3M | Sell |
81,690
-267
| -0.3% | -$63K | 0.27% | 57 |
|
|
2020
Q1 | $16.6M | Sell |
81,957
-6,070
| -7% | -$1.23M | 0.28% | 58 |
|
|
2019
Q4 | $21.2M | Buy |
88,027
+9,947
| +13% | +$2.4M | 0.29% | 57 |
|
|
2019
Q3 | $15.1M | Sell |
78,080
-11,421
| -13% | -$2.21M | 0.22% | 59 |
|
|
2019
Q2 | $16.5M | Sell |
89,501
-3,057
| -3% | -$563K | 0.24% | 60 |
|
|
2019
Q1 | $17.6M | Sell |
92,558
-4,622
| -5% | -$878K | 0.27% | 58 |
|
|
2018
Q4 | $18.9M | Sell |
97,180
-226
| -0.2% | -$44K | 0.34% | 58 |
|
|
2018
Q3 | $20.2M | Sell |
97,406
-101
| -0.1% | -$20.9K | 0.32% | 60 |
|
|
2018
Q2 | $18M | Sell |
97,507
-825
| -0.8% | -$152K | 0.31% | 61 |
|
|
2018
Q1 | $16.8M | Buy |
98,332
+2,027
| +2% | +$346K | 0.3% | 64 |
|
|
2017
Q4 | $16.7M | Buy |
96,305
+5,450
| +6% | +$948K | 0.31% | 59 |
|
|
2017
Q3 | $16.9M | Buy |
90,855
+4,627
| +5% | +$863K | 0.33% | 57 |
|
|
2017
Q2 | $15M | Buy |
86,228
+20,408
| +31% | +$3.56M | 0.3% | 59 |
|
|
2017
Q1 | $10.8M | Buy |
65,820
+41,174
| +167% | +$6.76M | 0.23% | 67 |
|
|
2016
Q4 | $3.6M | Hold |
24,646
| – | – | 0.08% | 102 |
|
|
2016
Q3 | $4.11M | Buy |
24,646
+90
| +0.4% | +$15K | 0.09% | 95 |
|
|
2016
Q2 | $3.74M | Buy |
24,556
+660
| +3% | +$100K | 0.09% | 100 |
|
|
2016
Q1 | $3.58M | Buy |
23,896
+655
| +3% | +$98.2K | 0.08% | 99 |
|
|
2015
Q4 | $3.77M | Buy |
23,241
+13,323
| +134% | +$2.16M | 0.09% | 102 |
|
|
2015
Q3 | $1.52M | Hold |
9,918
| – | – | 0.04% | 128 |
|
|
2015
Q2 | $1.52M | Hold |
9,918
| – | – | 0.04% | 128 |
|
|
2015
Q1 | $1.59M | Buy |
9,918
+545
| +6% | +$87.1K | 0.04% | 126 |
|
|
2014
Q4 | $1.49M | Sell |
9,373
-248
| -3% | -$39.5K | 0.04% | 130 |
|
|
2014
Q3 | $1.35M | Buy |
9,621
+1,300
| +16% | +$183K | 0.04% | 129 |
|
|
2014
Q2 | $985K | Hold |
8,321
| – | – | 0.03% | 151 |
|
|
2014
Q1 | $1.03M | Buy |
8,321
+2,150
| +35% | +$265K | 0.03% | 149 |
|
|
2013
Q4 | $704K | Buy |
6,171
+15
| +0.2% | +$1.71K | 0.02% | 168 |
|
|
2013
Q3 | $689K | Sell |
6,156
-1,060
| -15% | -$119K | 0.02% | 164 |
|
|
2013
Q2 | $712K | Buy |
+7,216
| New | +$712K | 0.02% | 169 |
|