RWM
RKL Wealth Management’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Sell |
943
-13
| -1% | -$3.63K | 0.02% | 163 |
|
|
2025
Q1 | $298K | Buy |
956
+3
| +0.3% | +$935 | 0.03% | 152 |
|
|
2024
Q4 | $249K | Sell |
953
-400
| -30% | -$104K | 0.02% | 159 |
|
|
2024
Q3 | $436K | Buy |
1,353
+480
| +55% | +$155K | 0.04% | 113 |
|
|
2024
Q2 | $273K | Sell |
873
-22
| -2% | -$6.88K | 0.03% | 124 |
|
|
2024
Q1 | $255K | Sell |
895
-10
| -1% | -$2.84K | 0.03% | 131 |
|
|
2023
Q4 | $261K | Buy |
905
+14
| +2% | +$4.03K | 0.03% | 131 |
|
|
2023
Q3 | $239K | Buy |
+891
| New | +$239K | 0.03% | 117 |
|
|
2019
Q3 | – | Sell |
-1,102
| Closed | -$204K | – | 124 |
|
|
2019
Q2 | $204K | Buy |
+1,102
| New | +$204K | 0.04% | 125 |
|
|
2019
Q1 | – | Sell |
-1,087
| Closed | -$213K | – | 128 |
|
|
2018
Q4 | $213K | Buy |
1,087
+41
| +4% | +$8.03K | 0.05% | 120 |
|
|
2018
Q3 | $217K | Sell |
1,046
-71
| -6% | -$14.7K | 0.05% | 124 |
|
|
2018
Q2 | $206K | Buy |
+1,117
| New | +$206K | 0.05% | 126 |
|
|
2018
Q1 | – | Sell |
-1,153
| Closed | -$200K | – | 131 |
|
|
2017
Q4 | $200K | Sell |
1,153
-681
| -37% | -$118K | 0.05% | 133 |
|
|
2017
Q3 | $341K | Sell |
1,834
-62
| -3% | -$11.5K | 0.1% | 117 |
|
|
2017
Q2 | $326K | Buy |
1,896
+359
| +23% | +$61.7K | 0.1% | 115 |
|
|
2017
Q1 | $252K | Buy |
1,537
+13
| +0.9% | +$2.13K | 0.1% | 103 |
|
|
2016
Q4 | $223K | Sell |
1,524
-299
| -16% | -$43.8K | 0.11% | 91 |
|
|
2016
Q3 | $304K | Buy |
1,823
+53
| +3% | +$8.84K | 0.15% | 62 |
|
|
2016
Q2 | $269K | Buy |
+1,770
| New | +$269K | 0.14% | 64 |
|