SWA
Sax Wealth Advisors’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Buy |
1,254
+217
| +21% | +$60.6K | 0.02% | 312 |
|
|
2025
Q1 | $323K | Buy |
1,037
+69
| +7% | +$21.5K | 0.02% | 282 |
|
|
2024
Q4 | $252K | Buy |
+968
| New | +$252K | 0.02% | 290 |
|
|
2024
Q3 | – | Sell |
-655
| Closed | -$205K | – | 293 |
|
|
2024
Q2 | $205K | Buy |
+655
| New | +$205K | 0.02% | 262 |
|
|
2023
Q2 | – | Sell |
-1,156
| Closed | -$279K | – | 177 |
|
|
2023
Q1 | $279K | Buy |
1,156
+2
| +0.2% | +$484 | 0.06% | 142 |
|
|
2022
Q4 | $303K | Sell |
1,154
-331
| -22% | -$87K | 0.07% | 132 |
|
|
2022
Q3 | $335K | Sell |
1,485
-145
| -9% | -$32.7K | 0.09% | 123 |
|
|
2022
Q2 | $396K | Buy |
1,630
+2
| +0.1% | +$486 | 0.1% | 118 |
|
|
2022
Q1 | $394K | Buy |
1,628
+1
| +0.1% | +$242 | 0.1% | 119 |
|
|
2021
Q4 | $366K | Buy |
+1,627
| New | +$366K | 0.08% | 136 |
|