OWA
Opal Wealth Advisors’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386K | Sell |
1,383
-21
| -1% | -$5.86K | 0.11% | 104 |
|
|
2025
Q1 | $437K | Buy |
1,404
+21
| +2% | +$6.54K | 0.13% | 91 |
|
|
2024
Q4 | $360K | Sell |
1,383
-16
| -1% | -$4.17K | 0.11% | 113 |
|
|
2024
Q3 | $451K | Sell |
1,399
-22
| -2% | -$7.09K | 0.14% | 86 |
|
|
2024
Q2 | $444K | Sell |
1,421
-11
| -0.8% | -$3.44K | 0.14% | 84 |
|
|
2024
Q1 | $407K | Sell |
1,432
-436
| -23% | -$124K | 0.14% | 100 |
|
|
2023
Q4 | $538K | Buy |
1,868
+34
| +2% | +$9.79K | 0.21% | 76 |
|
|
2023
Q3 | $493K | Buy |
1,834
+141
| +8% | +$37.9K | 0.29% | 58 |
|
|
2023
Q2 | $376K | Buy |
+1,693
| New | +$376K | 0.19% | 73 |
|
|
2021
Q3 | – | Sell |
-864
| Closed | -$211K | – | 83 |
|
|
2021
Q2 | $211K | Buy |
+864
| New | +$211K | 0.2% | 76 |
|
|
2021
Q1 | – | Sell |
-1,081
| Closed | -$249K | – | 84 |
|
|
2020
Q4 | $249K | Buy |
+1,081
| New | +$249K | 0.31% | 58 |
|