SWM
Segment Wealth Management’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $403K | Sell |
1,444
-317
| -18% | -$88.5K | 0.03% | 221 |
|
|
2025
Q1 | $549K | Buy |
1,761
+876
| +99% | +$273K | 0.04% | 191 |
|
|
2024
Q4 | $231K | Sell |
885
-53
| -6% | -$13.8K | 0.02% | 246 |
|
|
2024
Q3 | $302K | Buy |
938
+50
| +6% | +$16.1K | 0.02% | 221 |
|
|
2024
Q2 | $277K | Sell |
888
-13
| -1% | -$4.06K | 0.02% | 220 |
|
|
2024
Q1 | $256K | Buy |
901
+108
| +14% | +$30.7K | 0.02% | 221 |
|
|
2023
Q4 | $228K | Buy |
+793
| New | +$228K | 0.02% | 231 |
|
|
2022
Q2 | – | Sell |
-844
| Closed | -$204K | – | 215 |
|
|
2022
Q1 | $204K | Buy |
+844
| New | +$204K | 0.02% | 242 |
|
|
2020
Q1 | – | Sell |
-1,222
| Closed | -$294K | – | 188 |
|
|
2019
Q4 | $294K | Buy |
+1,222
| New | +$294K | 0.05% | 194 |
|
|
2018
Q1 | – | Sell |
-18,316
| Closed | -$3.19M | – | 198 |
|
|
2017
Q4 | $3.19M | Buy |
18,316
+993
| +6% | +$173K | 0.77% | 53 |
|
|
2017
Q3 | $3.23M | Buy |
17,323
+1,060
| +7% | +$198K | 0.86% | 44 |
|
|
2017
Q2 | $2.8M | Buy |
16,263
+1,429
| +10% | +$246K | 0.77% | 54 |
|
|
2017
Q1 | $2.43M | Buy |
14,834
+760
| +5% | +$125K | 0.79% | 50 |
|
|
2016
Q4 | $2.06M | Buy |
14,074
+811
| +6% | +$119K | 0.76% | 55 |
|
|
2016
Q3 | $2.21M | Buy |
+13,263
| New | +$2.21M | 0.87% | 44 |
|
|
2014
Q2 | – | Sell |
-21,830
| Closed | -$2.69M | – | 172 |
|
|
2014
Q1 | $2.69M | Buy |
21,830
+2,124
| +11% | +$262K | 1.25% | 21 |
|
|
2013
Q4 | $2.25M | Buy |
19,706
+995
| +5% | +$114K | 1.11% | 23 |
|
|
2013
Q3 | $2.09M | Buy |
18,711
+752
| +4% | +$84.2K | 1.14% | 22 |
|
|
2013
Q2 | $1.77M | Buy |
+17,959
| New | +$1.77M | 1.06% | 24 |
|