McGlone Suttner Wealth Management’s Amgen AMGN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-786
| Closed | -$226K | – | 170 |
|
2024
Q2 | $226K | Buy |
+786
| New | +$226K | 0.05% | 146 |
|
2024
Q1 | – | Sell |
-786
| Closed | -$226K | – | 196 |
|
2023
Q4 | $226K | Sell |
786
-18
| -2% | -$5.18K | 0.04% | 146 |
|
2023
Q3 | $216K | Buy |
+804
| New | +$216K | 0.05% | 131 |
|
2023
Q1 | – | Sell |
-1,120
| Closed | -$294K | – | 141 |
|
2022
Q4 | $294K | Buy |
+1,120
| New | +$294K | 0.09% | 98 |
|