Smallwood Wealth Investment Management’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $284K | Buy |
911
+3
| +0.3% | +$935 | 0.18% | 62 |
|
|
2024
Q4 | $237K | Buy |
908
+2
| +0.2% | +$521 | 0.16% | 68 |
|
|
2024
Q3 | $292K | Sell |
906
-170
| -16% | -$54.8K | 0.21% | 57 |
|
|
2024
Q2 | $336K | Sell |
1,076
-42
| -4% | -$13.1K | 0.26% | 55 |
|
|
2024
Q1 | $318K | Buy |
1,118
+339
| +44% | +$96.4K | 0.25% | 56 |
|
|
2023
Q4 | $224K | Buy |
+779
| New | +$224K | 0.19% | 61 |
|