MWAC
Mariner Wealth Advisors (Cincinnati)’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $671K | Sell |
3,236
-12,227
| -79% | -$2.54M | 0.04% | 162 |
|
|
2018
Q2 | $2.85M | Buy |
15,463
+12,238
| +379% | +$2.26M | 0.17% | 88 |
|
|
2018
Q1 | $550K | Sell |
3,225
-106
| -3% | -$18.1K | 0.03% | 174 |
|
|
2017
Q4 | $579K | Sell |
3,331
-12,496
| -79% | -$2.17M | 0.04% | 161 |
|
|
2017
Q3 | $2.95M | Buy |
15,827
+14,188
| +866% | +$2.65M | 0.19% | 82 |
|
|
2017
Q2 | $282K | Buy |
1,639
+110
| +7% | +$18.9K | 0.02% | 218 |
|
|
2017
Q1 | $251K | Sell |
1,529
-12,056
| -89% | -$1.98M | 0.02% | 226 |
|
|
2016
Q4 | $1.99M | Buy |
13,585
+11,935
| +723% | +$1.74M | 0.15% | 92 |
|
|
2016
Q3 | $275K | Sell |
1,650
-829
| -33% | -$138K | 0.02% | 216 |
|
|
2016
Q2 | $377K | Buy |
2,479
+536
| +28% | +$81.5K | 0.03% | 184 |
|
|
2016
Q1 | $291K | Buy |
1,943
+141
| +8% | +$21.1K | 0.03% | 193 |
|
|
2015
Q4 | $293K | Buy |
+1,802
| New | +$293K | 0.03% | 194 |
|
|
2015
Q1 | $328K | Sell |
2,050
-205
| -9% | -$32.8K | 0.05% | 138 |
|
|
2014
Q4 | $359K | Buy |
+2,255
| New | +$359K | 0.05% | 131 |
|
|
2014
Q1 | – | Sell |
-2,350
| Closed | -$268K | – | 138 |
|
|
2013
Q4 | $268K | Buy |
+2,350
| New | +$268K | 0.04% | 126 |
|