PWS
Peloton Wealth Strategists’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.21M | Hold |
11,478
| – | – | 1.29% | 31 |
|
|
2025
Q1 | $3.58M | Buy |
11,478
+200
| +2% | +$62.3K | 1.49% | 24 |
|
|
2024
Q4 | $2.94M | Sell |
11,278
-2,025
| -15% | -$528K | 1.19% | 30 |
|
|
2024
Q3 | $4.29M | Sell |
13,303
-5,840
| -31% | -$1.88M | 1.7% | 20 |
|
|
2024
Q2 | $5.98M | Sell |
19,143
-280
| -1% | -$87.5K | 2.46% | 13 |
|
|
2024
Q1 | $5.52M | Sell |
19,423
-550
| -3% | -$156K | 2.24% | 15 |
|
|
2023
Q4 | $5.75M | Sell |
19,973
-780
| -4% | -$225K | 2.49% | 12 |
|
|
2023
Q3 | $5.58M | Sell |
20,753
-448
| -2% | -$120K | 2.57% | 10 |
|
|
2023
Q2 | $4.71M | Sell |
21,201
-718
| -3% | -$159K | 2.08% | 16 |
|
|
2023
Q1 | $5.3M | Sell |
21,919
-148
| -0.7% | -$35.8K | 2.42% | 13 |
|
|
2022
Q4 | $5.8M | Sell |
22,067
-170
| -0.8% | -$44.7K | 2.79% | 7 |
|
|
2022
Q3 | $5.01M | Buy |
22,237
+29
| +0.1% | +$6.54K | 2.61% | 7 |
|
|
2022
Q2 | $5.4M | Sell |
22,208
-547
| -2% | -$133K | 2.63% | 10 |
|
|
2022
Q1 | $5.5M | Buy |
22,755
+952
| +4% | +$230K | 2.3% | 12 |
|
|
2021
Q4 | $4.91M | Buy |
21,803
+490
| +2% | +$110K | 1.97% | 18 |
|
|
2021
Q3 | $4.53M | Buy |
21,313
+2,040
| +11% | +$434K | 1.86% | 20 |
|
|
2021
Q2 | $4.7M | Buy |
19,273
+3,465
| +22% | +$845K | 1.94% | 19 |
|
|
2021
Q1 | $3.93M | Buy |
15,808
+6,070
| +62% | +$1.51M | 1.85% | 23 |
|
|
2020
Q4 | $2.24M | Buy |
9,738
+3,595
| +59% | +$827K | 1.11% | 39 |
|
|
2020
Q3 | $1.56M | Buy |
6,143
+5,163
| +527% | +$1.31M | 0.87% | 44 |
|
|
2020
Q2 | $231K | Buy |
+980
| New | +$231K | 0.15% | 72 |
|