MWM
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Mattern Wealth Management’s Amgen AMGN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$744K Sell
2,663
-297
-10% -$82.9K 0.15% 72
2025
Q1
$922K Sell
2,960
-6,270
-68% -$1.95M 0.2% 68
2024
Q4
$2.41M Buy
9,230
+246
+3% +$64.1K 0.53% 37
2024
Q3
$2.89M Sell
8,984
-430
-5% -$139K 0.64% 35
2024
Q2
$2.94M Sell
9,414
-852
-8% -$266K 0.71% 40
2024
Q1
$2.92M Buy
10,266
+29
+0.3% +$8.25K 0.71% 41
2023
Q4
$2.95M Buy
10,237
+478
+5% +$138K 0.76% 34
2023
Q3
$2.62M Buy
9,759
+1,664
+21% +$447K 0.77% 34
2023
Q2
$1.8M Buy
8,095
+1,547
+24% +$343K 0.52% 57
2023
Q1
$1.58M Buy
6,548
+4,162
+174% +$1.01M 0.52% 63
2022
Q4
$627K Buy
2,386
+160
+7% +$42K 0.25% 93
2022
Q3
$502K Buy
2,226
+518
+30% +$117K 0.2% 96
2022
Q2
$416K Buy
1,708
+238
+16% +$58K 0.16% 104
2022
Q1
$355K Sell
1,470
-32
-2% -$7.73K 0.12% 113
2021
Q4
$338K Sell
1,502
-337
-18% -$75.8K 0.1% 129
2021
Q3
$391K Sell
1,839
-171
-9% -$36.4K 0.13% 122
2021
Q2
$498K Sell
2,010
-342
-15% -$84.7K 0.16% 113
2021
Q1
$585K Sell
2,352
-4,120
-64% -$1.02M 0.21% 98
2020
Q4
$1.49M Sell
6,472
-518
-7% -$119K 0.56% 50
2020
Q3
$1.78M Buy
6,990
+203
+3% +$51.6K 0.76% 39
2020
Q2
$1.6M Buy
6,787
+440
+7% +$104K 0.78% 41
2020
Q1
$1.29M Buy
6,347
+471
+8% +$95.5K 0.93% 33
2019
Q4
$1.42M Buy
+5,876
New +$1.42M 0.85% 46