PWAG

Polaris Wealth Advisory Group’s Amgen AMGN Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$477K	Buy	+1,775	New	+$477K	0.04%	135
2023 Q2	–	Sell	-1,798	Closed	-$435K	–	142
2023 Q1	$435K	Buy	1,798 +382	+27%	+$92.3K	0.03%	136
2022 Q4	$386K	Hold	1,416	–	–	0.03%	143
2022 Q3	$329K	Sell	1,416 -125	-8%	-$29K	0.03%	134
2022 Q2	$375K	Buy	1,541 +42	+3%	+$10.2K	0.03%	114
2022 Q1	$377K	Buy	1,499 +293	+24%	+$73.7K	0.03%	131
2021 Q4	$271K	Hold	1,206	–	–	0.02%	154
2021 Q3	$252K	Sell	1,206 -6	-0.5%	-$1.25K	0.02%	147
2021 Q2	$299K	Buy	1,212 +300	+33%	+$74K	0.02%	143
2021 Q1	$227K	Buy	+912	New	+$227K	0.01%	155
2020 Q4	–	Sell	-955	Closed	-$244K	–	173
2020 Q3	$244K	Hold	955	–	–	0.02%	143
2020 Q2	$244K	Buy	+955	New	+$244K	0.02%	130
2018 Q4	–	Sell	-800	Closed	-$166K	–	156
2018 Q3	$166K	Buy	+800	New	+$166K	0.01%	168
2018 Q2	–	Sell	-800	Closed	-$136K	–	256
2018 Q1	$136K	Buy	+800	New	+$136K	0.01%	154
2017 Q1	–	Sell	-1,602	Closed	-$234K	–	106
2016 Q4	$234K	Sell	1,602 -200	-11%	-$29.2K	0.03%	100
2016 Q3	$301K	Buy	1,802 +101	+6%	+$16.9K	0.04%	92
2016 Q2	$259K	Sell	1,701 -556	-25%	-$84.7K	0.04%	85
2016 Q1	$338K	Sell	2,257 -1,425	-39%	-$213K	0.05%	85
2015 Q4	$598K	Buy	+3,682	New	+$598K	0.1%	75
2015 Q3	–	Sell	-39,191	Closed	-$6.02M	–	68
2015 Q2	$6.02M	Buy	39,191 +4,716	+14%	+$724K	1.2%	32
2015 Q1	$5.51M	Buy	34,475 +9,909	+40%	+$1.58M	1%	27
2014 Q4	$3.91M	Buy	+24,566	New	+$3.91M	0.8%	23