MWP
Moller Wealth Partners’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-6,653
| Closed | -$1.53M | – | 49 |
|
|
2020
Q4 | $1.53M | Buy |
+6,653
| New | +$1.53M | 0.63% | 26 |
|
|
2019
Q1 | – | Sell |
-8,172
| Closed | -$1.61M | – | 57 |
|
|
2018
Q4 | $1.61M | Buy |
+8,172
| New | +$1.61M | 1.05% | 19 |
|
|
2014
Q4 | – | Sell |
-8,282
| Closed | -$1.16M | – | 46 |
|
|
2014
Q3 | $1.16M | Hold |
8,282
| – | – | 0.55% | 24 |
|
|
2014
Q2 | $980K | Sell |
8,282
-6,098
| -42% | -$722K | 0.45% | 29 |
|
|
2014
Q1 | $1.77M | Sell |
14,380
-162
| -1% | -$20K | 0.91% | 16 |
|
|
2013
Q4 | $1.66M | Sell |
14,542
-366
| -2% | -$41.8K | 0.89% | 19 |
|
|
2013
Q3 | $1.67M | Hold |
14,908
| – | – | 1.05% | 17 |
|
|
2013
Q2 | $1.47M | Buy |
+14,908
| New | +$1.47M | 1.07% | 18 |
|