MWPCG
Measured Wealth Private Client Group’s Amgen AMGN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $253K | Hold |
905
| – | – | 0.08% | 155 |
|
2025
Q1 | $282K | Sell |
905
-4
| -0.4% | -$1.25K | 0.09% | 137 |
|
2024
Q4 | $237K | Buy |
909
+8
| +0.9% | +$2.09K | 0.08% | 157 |
|
2024
Q3 | $290K | Sell |
901
-314
| -26% | -$101K | 0.1% | 140 |
|
2024
Q2 | $380K | Buy |
1,215
+4
| +0.3% | +$1.25K | 0.13% | 122 |
|
2024
Q1 | $344K | Buy |
1,211
+34
| +3% | +$9.67K | 0.12% | 129 |
|
2023
Q4 | $339K | Hold |
1,177
| – | – | 0.12% | 119 |
|
2023
Q3 | $316K | Sell |
1,177
-49
| -4% | -$13.2K | 0.13% | 118 |
|
2023
Q2 | $272K | Buy |
1,226
+36
| +3% | +$7.99K | 0.1% | 146 |
|
2023
Q1 | $288K | Sell |
1,190
-7
| -0.6% | -$1.69K | 0.11% | 141 |
|
2022
Q4 | $314K | Hold |
1,197
| – | – | 0.13% | 111 |
|
2022
Q3 | $270K | Sell |
1,197
-122
| -9% | -$27.5K | 0.12% | 113 |
|
2022
Q2 | $321K | Sell |
1,319
-89
| -6% | -$21.7K | 0.14% | 111 |
|
2022
Q1 | $341K | Sell |
1,408
-829
| -37% | -$201K | 0.13% | 100 |
|
2021
Q4 | $503K | Buy |
2,237
+4
| +0.2% | +$899 | 0.18% | 75 |
|
2021
Q3 | $475K | Sell |
2,233
-160
| -7% | -$34K | 0.18% | 74 |
|
2021
Q2 | $583K | Buy |
2,393
+511
| +27% | +$124K | 0.19% | 73 |
|
2021
Q1 | $468K | Buy |
1,882
+442
| +31% | +$110K | 0.17% | 73 |
|
2020
Q4 | $331K | Buy |
1,440
+67
| +5% | +$15.4K | 0.14% | 89 |
|
2020
Q3 | $349K | Buy |
1,373
+397
| +41% | +$101K | 0.17% | 78 |
|
2020
Q2 | $230K | Buy |
+976
| New | +$230K | 0.13% | 97 |
|
2019
Q3 | – | Sell |
-1,200
| Closed | -$221K | – | 139 |
|
2019
Q2 | $221K | Sell |
1,200
-62
| -5% | -$11.4K | 0.13% | 167 |
|
2019
Q1 | $240K | Buy |
+1,262
| New | +$240K | 0.15% | 152 |
|
2018
Q4 | – | Sell |
-1,340
| Closed | -$278K | – | 130 |
|
2018
Q3 | $278K | Buy |
1,340
+8
| +0.6% | +$1.66K | 0.17% | 118 |
|
2018
Q2 | $245K | Buy |
+1,332
| New | +$245K | 0.2% | 121 |
|