SDWMA
Schneider Downs Wealth Management Advisors’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $754K | Sell |
2,700
-36
| -1% | -$10.1K | 0.11% | 76 |
|
|
2025
Q1 | $852K | Buy |
2,736
+1
| +0% | +$312 | 0.15% | 59 |
|
|
2024
Q4 | $713K | Sell |
2,735
-37
| -1% | -$9.64K | 0.13% | 65 |
|
|
2024
Q3 | $893K | Sell |
2,772
-9
| -0.3% | -$2.9K | 0.18% | 55 |
|
|
2024
Q2 | $869K | Sell |
2,781
-9
| -0.3% | -$2.81K | 0.19% | 56 |
|
|
2024
Q1 | $793K | Buy |
2,790
+1,026
| +58% | +$292K | 0.18% | 55 |
|
|
2023
Q4 | $508K | Hold |
1,764
| – | – | 0.13% | 67 |
|
|
2023
Q3 | $474K | Buy |
1,764
+60
| +4% | +$16.1K | 0.11% | 62 |
|
|
2023
Q2 | $378K | Hold |
1,704
| – | – | 0.09% | 73 |
|
|
2023
Q1 | $412K | Sell |
1,704
-55
| -3% | -$13.3K | 0.08% | 70 |
|
|
2022
Q4 | $462K | Buy |
1,759
+712
| +68% | +$187K | 0.1% | 70 |
|
|
2022
Q3 | $236K | Sell |
1,047
-209
| -17% | -$47.1K | 0.07% | 113 |
|
|
2022
Q2 | $306K | Sell |
1,256
-24
| -2% | -$5.85K | 0.09% | 95 |
|
|
2022
Q1 | $310K | Buy |
1,280
+60
| +5% | +$14.5K | 0.08% | 104 |
|
|
2021
Q4 | $274K | Sell |
1,220
-64
| -5% | -$14.4K | 0.07% | 124 |
|
|
2021
Q3 | $273K | Buy |
1,284
+23
| +2% | +$4.89K | 0.07% | 115 |
|
|
2021
Q2 | $307K | Buy |
1,261
+13
| +1% | +$3.17K | 0.08% | 101 |
|
|
2021
Q1 | $311K | Buy |
+1,248
| New | +$311K | 0.08% | 95 |
|
|
2020
Q4 | – | Sell |
-1,312
| Closed | -$333K | – | 95 |
|
|
2020
Q3 | $333K | Buy |
1,312
+11
| +0.8% | +$2.79K | 0.11% | 62 |
|
|
2020
Q2 | $307K | Hold |
1,301
| – | – | 0.1% | 61 |
|
|
2020
Q1 | $264K | Buy |
+1,301
| New | +$264K | 0.1% | 66 |
|