MWM
Mascoma Wealth Management’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Hold |
880
| – | – | 0.06% | 82 |
|
|
2025
Q1 | $274K | Sell |
880
-100
| -10% | -$31.2K | 0.07% | 76 |
|
|
2024
Q4 | $255K | Hold |
980
| – | – | 0.06% | 88 |
|
|
2024
Q3 | $316K | Sell |
980
-30
| -3% | -$9.67K | 0.08% | 75 |
|
|
2024
Q2 | $316K | Sell |
1,010
-823
| -45% | -$257K | 0.08% | 73 |
|
|
2024
Q1 | $521K | Sell |
1,833
-937
| -34% | -$266K | 0.15% | 52 |
|
|
2023
Q4 | $798K | Sell |
2,770
-1,323
| -32% | -$381K | 0.24% | 44 |
|
|
2023
Q3 | $1.1M | Sell |
4,093
-167
| -4% | -$44.9K | 0.34% | 38 |
|
|
2023
Q2 | $1.11M | Buy |
4,260
+290
| +7% | +$75.6K | 0.34% | 39 |
|
|
2023
Q1 | $952K | Sell |
3,970
-35
| -0.9% | -$8.39K | 0.28% | 46 |
|
|
2022
Q4 | $1.05M | Buy |
4,005
+190
| +5% | +$49.9K | 0.33% | 44 |
|
|
2022
Q3 | $860K | Sell |
3,815
-100
| -3% | -$22.5K | 0.3% | 51 |
|
|
2022
Q2 | $953K | Hold |
3,915
| – | – | 0.33% | 50 |
|
|
2022
Q1 | $947K | Sell |
3,915
-40
| -1% | -$9.68K | 0.3% | 52 |
|
|
2021
Q4 | $890K | Sell |
3,955
-442
| -10% | -$99.5K | 0.31% | 50 |
|
|
2021
Q3 | $935K | Sell |
4,397
-455
| -9% | -$96.8K | 0.36% | 46 |
|
|
2021
Q2 | $1.18M | Sell |
4,852
-149
| -3% | -$36.3K | 0.51% | 36 |
|
|
2021
Q1 | $1.24M | Buy |
5,001
+716
| +17% | +$178K | 0.54% | 33 |
|
|
2020
Q4 | $985K | Buy |
+4,285
| New | +$985K | 0.49% | 37 |
|
|
2019
Q3 | $762K | Buy |
3,939
+250
| +7% | +$48.4K | 0.48% | 41 |
|
|
2019
Q2 | $680K | Buy |
3,689
+250
| +7% | +$46.1K | 0.43% | 37 |
|
|
2019
Q1 | $653K | Buy |
3,439
+425
| +14% | +$80.7K | 0.44% | 31 |
|
|
2018
Q4 | $587K | Buy |
3,014
+311
| +12% | +$60.6K | 0.45% | 32 |
|
|
2018
Q3 | $560K | Sell |
2,703
-1,258
| -32% | -$261K | 0.37% | 36 |
|
|
2018
Q2 | $731K | Buy |
3,961
+101
| +3% | +$18.6K | 0.51% | 30 |
|
|
2018
Q1 | $658K | Buy |
3,860
+81
| +2% | +$13.8K | 0.43% | 31 |
|
|
2017
Q4 | $707K | Buy |
3,779
+950
| +34% | +$178K | 0.44% | 29 |
|
|
2017
Q3 | $527K | Buy |
2,829
+1,304
| +86% | +$243K | 0.35% | 39 |
|
|
2017
Q2 | $263K | Buy |
1,525
+1,005
| +193% | +$173K | 0.18% | 58 |
|
|
2017
Q1 | $85K | Hold |
520
| – | – | 0.06% | 112 |
|
|
2016
Q4 | $76K | Buy |
+520
| New | +$76K | 0.06% | 118 |
|