SWM
SFG Wealth Management’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Hold |
1,250
| – | – | 0.21% | 62 |
|
|
2025
Q1 | $389K | Hold |
1,250
| – | – | 0.19% | 88 |
|
|
2024
Q4 | $326K | Hold |
1,250
| – | – | 0.17% | 72 |
|
|
2024
Q3 | $403K | Hold |
1,250
| – | – | 0.21% | 64 |
|
|
2024
Q2 | $391K | Sell |
1,250
-235
| -16% | -$73.4K | 0.22% | 65 |
|
|
2024
Q1 | $422K | Hold |
1,485
| – | – | 0.25% | 57 |
|
|
2023
Q4 | $428K | Sell |
1,485
-90
| -6% | -$25.9K | 0.28% | 53 |
|
|
2023
Q3 | $423K | Hold |
1,575
| – | – | 0.34% | 49 |
|
|
2023
Q2 | $350K | Buy |
1,575
+725
| +85% | +$161K | 0.29% | 64 |
|
|
2023
Q1 | $205K | Sell |
850
-30
| -3% | -$7.25K | 0.23% | 73 |
|
|
2022
Q4 | $231K | Sell |
880
-49
| -5% | -$12.9K | 0.29% | 67 |
|
|
2022
Q3 | $210K | Sell |
929
-25
| -3% | -$5.65K | 0.28% | 69 |
|
|
2022
Q2 | $232K | Buy |
954
+54
| +6% | +$13.1K | 0.27% | 68 |
|
|
2022
Q1 | $218K | Hold |
900
| – | – | 0.2% | 82 |
|
|
2021
Q4 | $202K | Buy |
+900
| New | +$202K | 0.18% | 95 |
|