MinichMacGregor Wealth Management’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-320
| Closed | -$84K | – | 123 |
|
|
2022
Q4 | $84K | Buy |
+320
| New | +$84K | 0.03% | 130 |
|
|
2020
Q2 | – | Sell |
-5,409
| Closed | -$1.2M | – | 62 |
|
|
2020
Q1 | $1.2M | Buy |
+5,409
| New | +$1.2M | 1.08% | 21 |
|
|
2019
Q1 | – | Sell |
-1,900
| Closed | -$354K | – | 51 |
|
|
2018
Q4 | $354K | Buy |
1,900
+1,539
| +426% | +$287K | 0.24% | 78 |
|
|
2018
Q3 | $74K | Sell |
361
-8
| -2% | -$1.64K | 0.05% | 99 |
|
|
2018
Q2 | $68K | Sell |
369
-10
| -3% | -$1.84K | 0.05% | 97 |
|
|
2018
Q1 | $64K | Buy |
379
+21
| +6% | +$3.55K | 0.05% | 96 |
|
|
2017
Q4 | $62K | Hold |
358
| – | – | 0.05% | 94 |
|
|
2017
Q3 | $66K | Hold |
358
| – | – | 0.05% | 85 |
|
|
2017
Q2 | $61K | Buy |
358
+1
| +0.3% | +$170 | 0.05% | 89 |
|
|
2017
Q1 | $58K | Hold |
357
| – | – | 0.05% | 96 |
|
|
2016
Q4 | $52K | Hold |
357
| – | – | 0.05% | 103 |
|
|
2016
Q3 | $59K | Sell |
357
-1
| -0.3% | -$165 | 0.06% | 101 |
|
|
2016
Q2 | $54K | Hold |
358
| – | – | 0.05% | 105 |
|
|
2016
Q1 | $53K | Buy |
358
+8
| +2% | +$1.18K | 0.05% | 101 |
|
|
2015
Q4 | $54K | Buy |
+350
| New | +$54K | 0.05% | 99 |
|