PWM
Prentice Wealth Management’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $402K | Sell |
1,439
-392
| -21% | -$109K | 0.11% | 88 |
|
|
2025
Q1 | $570K | Buy |
1,831
+79
| +5% | +$24.6K | 0.16% | 71 |
|
|
2024
Q4 | $457K | Buy |
1,752
+142
| +9% | +$37K | 0.13% | 84 |
|
|
2024
Q3 | $519K | Buy |
1,610
+733
| +84% | +$236K | 0.15% | 77 |
|
|
2024
Q2 | $274K | Buy |
877
+65
| +8% | +$20.3K | 0.09% | 100 |
|
|
2024
Q1 | $231K | Hold |
812
| – | – | 0.08% | 104 |
|
|
2023
Q4 | $234K | Hold |
812
| – | – | 0.09% | 100 |
|
|
2023
Q3 | $218K | Buy |
+812
| New | +$218K | 0.1% | 94 |
|
|
2023
Q2 | – | Sell |
-867
| Closed | -$210K | – | 97 |
|
|
2023
Q1 | $210K | Sell |
867
-67
| -7% | -$16.2K | 0.1% | 95 |
|
|
2022
Q4 | $245K | Sell |
934
-83
| -8% | -$21.8K | 0.12% | 88 |
|
|
2022
Q3 | $229K | Buy |
+1,017
| New | +$229K | 0.13% | 87 |
|
|
2022
Q2 | – | Sell |
-1,509
| Closed | -$365K | – | 141 |
|
|
2022
Q1 | $365K | Buy |
1,509
+152
| +11% | +$36.8K | 0.18% | 58 |
|
|
2021
Q4 | $304K | Sell |
1,357
-14
| -1% | -$3.14K | 0.14% | 71 |
|
|
2021
Q3 | $292K | Sell |
1,371
-21
| -2% | -$4.47K | 0.14% | 71 |
|
|
2021
Q2 | $339K | Buy |
1,392
+327
| +31% | +$79.6K | 0.17% | 59 |
|
|
2021
Q1 | $265K | Buy |
+1,065
| New | +$265K | 0.15% | 68 |
|