PWA
Phoenix Wealth Advisors’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $792K | Buy |
2,838
+2
| +0.1% | +$558 | 0.33% | 63 |
|
|
2025
Q1 | $884K | Buy |
2,836
+157
| +6% | +$48.9K | 0.39% | 53 |
|
|
2024
Q4 | $698K | Sell |
2,679
-5
| -0.2% | -$1.3K | 0.3% | 63 |
|
|
2024
Q3 | $865K | Sell |
2,684
-9
| -0.3% | -$2.9K | 0.4% | 55 |
|
|
2024
Q2 | $841K | Sell |
2,693
-39
| -1% | -$12.2K | 0.42% | 52 |
|
|
2024
Q1 | $777K | Sell |
2,732
-4
| -0.1% | -$1.14K | 0.47% | 54 |
|
|
2023
Q4 | $814K | Sell |
2,736
-9
| -0.3% | -$2.68K | 0.57% | 41 |
|
|
2023
Q3 | $738K | Buy |
2,745
+34
| +1% | +$9.14K | 0.43% | 40 |
|
|
2023
Q2 | $602K | Sell |
2,711
-28
| -1% | -$6.22K | 0.35% | 44 |
|
|
2023
Q1 | $662K | Sell |
2,739
-64
| -2% | -$15.5K | 0.41% | 39 |
|
|
2022
Q4 | $736K | Sell |
2,803
-436
| -13% | -$115K | 0.44% | 42 |
|
|
2022
Q3 | $730K | Sell |
3,239
-214
| -6% | -$48.2K | 0.73% | 35 |
|
|
2022
Q2 | $840K | Buy |
3,453
+59
| +2% | +$14.4K | 0.83% | 32 |
|
|
2022
Q1 | $848K | Sell |
3,394
-236
| -7% | -$59K | 0.88% | 27 |
|
|
2021
Q4 | $817K | Sell |
3,630
-83
| -2% | -$18.7K | 0.62% | 42 |
|
|
2021
Q3 | $790K | Sell |
3,713
-510
| -12% | -$109K | 0.59% | 44 |
|
|
2021
Q2 | $1.03M | Buy |
4,223
+135
| +3% | +$32.9K | 0.74% | 38 |
|
|
2021
Q1 | $1.02M | Buy |
4,088
+647
| +19% | +$161K | 0.79% | 34 |
|
|
2020
Q4 | $791K | Buy |
+3,441
| New | +$791K | 0.6% | 43 |
|