RPWA
Regent Peak Wealth Advisors’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $686K | Sell |
2,201
-589
| -21% | -$184K | 0.16% | 63 |
|
|
2024
Q4 | $727K | Sell |
2,790
-5,525
| -66% | -$1.44M | 0.16% | 64 |
|
|
2024
Q3 | $2.68M | Sell |
8,315
-713
| -8% | -$230K | 0.62% | 31 |
|
|
2024
Q2 | $2.82M | Buy |
9,028
+542
| +6% | +$169K | 0.65% | 33 |
|
|
2024
Q1 | $2.41M | Sell |
8,486
-1,153
| -12% | -$328K | 0.61% | 40 |
|
|
2023
Q4 | $2.78M | Sell |
9,639
-178
| -2% | -$51.3K | 0.75% | 33 |
|
|
2023
Q3 | $2.64M | Sell |
9,817
-23
| -0.2% | -$6.18K | 0.81% | 26 |
|
|
2023
Q2 | $2.18M | Buy |
9,840
+102
| +1% | +$22.6K | 0.64% | 41 |
|
|
2023
Q1 | $2.35M | Sell |
9,738
-447
| -4% | -$108K | 0.73% | 36 |
|
|
2022
Q4 | $2.67M | Buy |
10,185
+365
| +4% | +$95.8K | 0.88% | 24 |
|
|
2022
Q3 | $2.21M | Buy |
9,820
+145
| +1% | +$32.7K | 0.78% | 27 |
|
|
2022
Q2 | $2.35M | Buy |
9,675
+280
| +3% | +$68.1K | 0.77% | 31 |
|
|
2022
Q1 | $2.27M | Buy |
9,395
+1,141
| +14% | +$276K | 0.65% | 36 |
|
|
2021
Q4 | $1.86M | Buy |
8,254
+6,400
| +345% | +$1.44M | 0.5% | 45 |
|
|
2021
Q3 | $394K | Sell |
1,854
-191
| -9% | -$40.6K | 0.11% | 106 |
|
|
2021
Q2 | $494K | Sell |
2,045
-5,955
| -74% | -$1.44M | 0.14% | 90 |
|
|
2021
Q1 | $1.99M | Buy |
8,000
+1,121
| +16% | +$279K | 0.65% | 34 |
|
|
2020
Q4 | $1.58M | Buy |
6,879
+283
| +4% | +$65.1K | 0.53% | 41 |
|
|
2020
Q3 | $1.68M | Buy |
6,596
+422
| +7% | +$107K | 0.71% | 31 |
|
|
2020
Q2 | $1.46M | Buy |
6,174
+65
| +1% | +$15.3K | 0.66% | 33 |
|
|
2020
Q1 | $1.24M | Buy |
6,109
+220
| +4% | +$44.6K | 0.69% | 31 |
|
|
2019
Q4 | $1.42M | Buy |
+5,889
| New | +$1.42M | 0.65% | 28 |
|