PPWM
Paragon Private Wealth Management’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $788K | Buy |
2,823
+345
| +14% | +$96.3K | 0.31% | 94 |
|
|
2025
Q1 | $772K | Sell |
2,478
-106
| -4% | -$33K | 0.36% | 79 |
|
|
2024
Q4 | $673K | Buy |
2,584
+106
| +4% | +$27.6K | 0.31% | 91 |
|
|
2024
Q3 | $798K | Buy |
2,478
+625
| +34% | +$201K | 0.4% | 72 |
|
|
2024
Q2 | $579K | Buy |
1,853
+392
| +27% | +$122K | 0.33% | 87 |
|
|
2024
Q1 | $415K | Buy |
1,461
+448
| +44% | +$127K | 0.25% | 100 |
|
|
2023
Q4 | $292K | Buy |
+1,013
| New | +$292K | 0.2% | 110 |
|