MWM
Moran Wealth Management’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-23,598
| Closed | -$6.15M | – | 437 |
|
|
2024
Q4 | $6.15M | Sell |
23,598
-3,133
| -12% | -$817K | 0.2% | 141 |
|
|
2024
Q3 | $8.61M | Sell |
26,731
-789
| -3% | -$254K | 0.27% | 119 |
|
|
2024
Q2 | $8.6M | Buy |
27,520
+8,050
| +41% | +$2.52M | 0.28% | 119 |
|
|
2024
Q1 | $5.54M | Buy |
+19,470
| New | +$5.54M | 0.18% | 157 |
|
|
2023
Q2 | – | Sell |
-988
| Closed | -$239K | – | 382 |
|
|
2023
Q1 | $239K | Sell |
988
-1,051
| -52% | -$254K | 0.01% | 341 |
|
|
2022
Q4 | $536K | Buy |
+2,039
| New | +$536K | 0.02% | 294 |
|