SSWM
Sheets Smith Wealth Management’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.47M | Sell |
19,596
-167
| -0.8% | -$46.6K | 0.64% | 41 |
|
|
2025
Q1 | $6.16M | Sell |
19,763
-686
| -3% | -$214K | 0.77% | 31 |
|
|
2024
Q4 | $5.33M | Sell |
20,449
-243
| -1% | -$63.3K | 0.65% | 39 |
|
|
2024
Q3 | $6.67M | Buy |
20,692
+4,745
| +30% | +$1.53M | 0.82% | 34 |
|
|
2024
Q2 | $4.98M | Buy |
15,947
+2,947
| +23% | +$921K | 0.6% | 41 |
|
|
2024
Q1 | $3.7M | Buy |
13,000
+210
| +2% | +$59.7K | 0.41% | 62 |
|
|
2023
Q4 | $3.68M | Sell |
12,790
-520
| -4% | -$150K | 0.52% | 50 |
|
|
2023
Q3 | $3.58M | Buy |
13,310
+10
| +0.1% | +$2.69K | 0.54% | 48 |
|
|
2023
Q2 | $2.95M | Buy |
13,300
+38
| +0.3% | +$8.44K | 0.43% | 58 |
|
|
2023
Q1 | $3.21M | Sell |
13,262
-154
| -1% | -$37.2K | 0.49% | 50 |
|
|
2022
Q4 | $3.52M | Sell |
13,416
-3
| -0% | -$788 | 0.55% | 50 |
|
|
2022
Q3 | $3.03M | Sell |
13,419
-120
| -0.9% | -$27.1K | 0.51% | 52 |
|
|
2022
Q2 | $3.29M | Sell |
13,539
-253
| -2% | -$61.6K | 0.54% | 51 |
|
|
2022
Q1 | $3.34M | Sell |
13,792
-86
| -0.6% | -$20.8K | 0.46% | 55 |
|
|
2021
Q4 | $3.12M | Buy |
13,878
+456
| +3% | +$103K | 0.39% | 66 |
|
|
2021
Q3 | $2.85M | Buy |
13,422
+122
| +0.9% | +$25.9K | 0.39% | 63 |
|
|
2021
Q2 | $3.24M | Buy |
13,300
+397
| +3% | +$96.8K | 0.44% | 57 |
|
|
2021
Q1 | $3.21M | Buy |
12,903
+510
| +4% | +$127K | 0.47% | 55 |
|
|
2020
Q4 | $2.85M | Buy |
12,393
+1,121
| +10% | +$258K | 0.43% | 66 |
|
|
2020
Q3 | $2.87M | Buy |
11,272
+20
| +0.2% | +$5.08K | 0.5% | 59 |
|
|
2020
Q2 | $2.65M | Buy |
11,252
+6,826
| +154% | +$1.61M | 0.53% | 52 |
|
|
2020
Q1 | $897K | Sell |
4,426
-61
| -1% | -$12.4K | 0.19% | 119 |
|
|
2019
Q4 | $1.08M | Sell |
4,487
-69
| -2% | -$16.6K | 0.21% | 116 |
|
|
2019
Q3 | $882K | Sell |
4,556
-177
| -4% | -$34.3K | 0.18% | 134 |
|
|
2019
Q2 | $872K | Sell |
4,733
-90
| -2% | -$16.6K | 0.18% | 140 |
|
|
2019
Q1 | $916K | Sell |
4,823
-58
| -1% | -$11K | 0.2% | 133 |
|
|
2018
Q4 | $950K | Sell |
4,881
-27
| -0.6% | -$5.26K | 0.26% | 98 |
|
|
2018
Q3 | $1.02M | Buy |
4,908
+3
| +0.1% | +$622 | 0.21% | 119 |
|
|
2018
Q2 | $905K | Sell |
4,905
-102
| -2% | -$18.8K | 0.21% | 117 |
|
|
2018
Q1 | $854K | Buy |
5,007
+24
| +0.5% | +$4.09K | 0.21% | 130 |
|
|
2017
Q4 | $867K | Buy |
4,983
+151
| +3% | +$26.3K | 0.2% | 133 |
|
|
2017
Q3 | $901K | Sell |
4,832
-179
| -4% | -$33.4K | 0.23% | 119 |
|
|
2017
Q2 | $863K | Buy |
5,011
+4
| +0.1% | +$689 | 0.23% | 125 |
|
|
2017
Q1 | $821K | Buy |
5,007
+3,398
| +211% | +$557K | 0.22% | 133 |
|
|
2016
Q4 | $235K | Hold |
1,609
| – | – | 0.07% | 253 |
|
|
2016
Q3 | $268K | Hold |
1,609
| – | – | 0.08% | 222 |
|
|
2016
Q2 | $245K | Sell |
1,609
-144
| -8% | -$21.9K | 0.07% | 219 |
|
|
2016
Q1 | $263K | Buy |
1,753
+1
| +0.1% | +$150 | 0.08% | 198 |
|
|
2015
Q4 | $284K | Hold |
1,752
| – | – | 0.09% | 185 |
|
|
2015
Q3 | $242K | Buy |
1,752
+1
| +0.1% | +$138 | 0.08% | 184 |
|
|
2015
Q2 | $269K | Hold |
1,751
| – | – | 0.07% | 201 |
|
|
2015
Q1 | $280K | Sell |
1,751
-499
| -22% | -$79.8K | 0.08% | 194 |
|
|
2014
Q4 | $358K | Buy |
2,250
+100
| +5% | +$15.9K | 0.09% | 186 |
|
|
2014
Q3 | $302K | Hold |
2,150
| – | – | 0.08% | 192 |
|
|
2014
Q2 | $254K | Hold |
2,150
| – | – | 0.07% | 220 |
|
|
2014
Q1 | $265K | Hold |
2,150
| – | – | 0.07% | 203 |
|
|
2013
Q4 | $245K | Hold |
2,150
| – | – | 0.07% | 225 |
|
|
2013
Q3 | $241K | Buy |
+2,150
| New | +$241K | 0.08% | 211 |
|