MTWM
Masso Torrence Wealth Management’s Amgen AMGN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-3,436
| Closed | -$1.11M | – | 100 |
|
2024
Q3 | $1.11M | Sell |
3,436
-986
| -22% | -$318K | 0.6% | 32 |
|
2024
Q2 | $1.38M | Buy |
4,422
+536
| +14% | +$167K | 0.77% | 30 |
|
2024
Q1 | $1.1M | Buy |
3,886
+2,440
| +169% | +$694K | 0.66% | 36 |
|
2023
Q4 | $416K | Buy |
+1,446
| New | +$416K | 0.28% | 57 |
|