MWM
Modera Wealth Management’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.9M | Sell |
106,945
-1,496
| -1% | -$418K | 0.37% | 59 |
|
|
2025
Q1 | $33.8M | Sell |
108,441
-3,268
| -3% | -$1.02M | 0.46% | 54 |
|
|
2024
Q4 | $29.1M | Sell |
111,709
-1,499
| -1% | -$391K | 0.35% | 59 |
|
|
2024
Q3 | $36.5M | Sell |
113,208
-7,796
| -6% | -$2.51M | 0.46% | 53 |
|
|
2024
Q2 | $37.8M | Sell |
121,004
-5,872
| -5% | -$1.83M | 0.56% | 45 |
|
|
2024
Q1 | $36.1M | Sell |
126,876
-2,207
| -2% | -$627K | 0.55% | 50 |
|
|
2023
Q4 | $37.2M | Sell |
129,083
-3,601
| -3% | -$1.04M | 0.62% | 42 |
|
|
2023
Q3 | $35.7M | Sell |
132,684
-8,081
| -6% | -$2.17M | 0.67% | 39 |
|
|
2023
Q2 | $31.3M | Buy |
140,765
+136,899
| +3,541% | +$30.4M | 0.57% | 50 |
|
|
2023
Q1 | $935K | Sell |
3,866
-1,575
| -29% | -$381K | 0.04% | 164 |
|
|
2022
Q4 | $1.43M | Sell |
5,441
-5
| -0.1% | -$1.31K | 0.06% | 119 |
|
|
2022
Q3 | $1.23M | Buy |
5,446
+24
| +0.4% | +$5.41K | 0.06% | 118 |
|
|
2022
Q2 | $1.32M | Sell |
5,422
-14
| -0.3% | -$3.41K | 0.06% | 120 |
|
|
2022
Q1 | $1.32M | Buy |
5,436
+121
| +2% | +$29.3K | 0.06% | 134 |
|
|
2021
Q4 | $1.2M | Buy |
5,315
+347
| +7% | +$78.1K | 0.05% | 157 |
|
|
2021
Q3 | $1.06M | Sell |
4,968
-210
| -4% | -$44.6K | 0.05% | 103 |
|
|
2021
Q2 | $1.26M | Buy |
5,178
+127
| +3% | +$31K | 0.07% | 93 |
|
|
2021
Q1 | $1.26M | Hold |
5,051
| – | – | 0.08% | 82 |
|
|
2020
Q4 | $1.16M | Buy |
5,051
+3,318
| +191% | +$763K | 0.09% | 85 |
|
|
2020
Q3 | $440K | Buy |
1,733
+30
| +2% | +$7.62K | 0.07% | 97 |
|
|
2020
Q2 | $402K | Sell |
1,703
-6
| -0.4% | -$1.42K | 0.06% | 99 |
|
|
2020
Q1 | $346K | Buy |
1,709
+220
| +15% | +$44.5K | 0.07% | 101 |
|
|
2019
Q4 | $359K | Hold |
1,489
| – | – | 0.06% | 93 |
|
|
2019
Q3 | $288K | Sell |
1,489
-24,176
| -94% | -$4.68M | 0.05% | 106 |
|
|
2019
Q2 | $4.73M | Buy |
25,665
+2,239
| +10% | +$413K | 0.86% | 18 |
|
|
2019
Q1 | $4.45M | Buy |
23,426
+306
| +1% | +$58.1K | 0.83% | 18 |
|
|
2018
Q4 | $4.5M | Hold |
23,120
| – | – | 0.89% | 17 |
|
|
2018
Q3 | $4.79M | Sell |
23,120
-5,170
| -18% | -$1.07M | 0.97% | 16 |
|
|
2018
Q2 | $5.22M | Buy |
28,290
+2,002
| +8% | +$370K | 1.1% | 14 |
|
|
2018
Q1 | $4.48M | Buy |
26,288
+36
| +0.1% | +$6.14K | 0.93% | 15 |
|
|
2017
Q4 | $4.57M | Buy |
26,252
+331
| +1% | +$57.6K | 0.98% | 16 |
|
|
2017
Q3 | $4.83M | Buy |
25,921
+24,613
| +1,882% | +$4.59M | 1.09% | 14 |
|
|
2017
Q2 | $225K | Buy |
+1,308
| New | +$225K | 0.05% | 107 |
|
|
2016
Q1 | – | Sell |
-1,362
| Closed | -$221K | – | 109 |
|
|
2015
Q4 | $221K | Buy |
+1,362
| New | +$221K | 0.09% | 72 |
|