SWA
SOA Wealth Advisors’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $160K | Sell |
573
-55
| -9% | -$15.4K | 0.03% | 221 |
|
|
2025
Q1 | $196K | Hold |
628
| – | – | 0.04% | 190 |
|
|
2024
Q4 | $164K | Buy |
628
+1
| +0.2% | +$261 | 0.03% | 204 |
|
|
2024
Q3 | $202K | Sell |
627
-4
| -0.6% | -$1.29K | 0.04% | 186 |
|
|
2024
Q2 | $197K | Sell |
631
-31
| -5% | -$9.68K | 0.04% | 185 |
|
|
2024
Q1 | $188K | Hold |
662
| – | – | 0.04% | 189 |
|
|
2023
Q4 | $191K | Buy |
662
+1
| +0.2% | +$288 | 0.04% | 182 |
|
|
2023
Q3 | $178K | Buy |
661
+1
| +0.2% | +$269 | 0.04% | 174 |
|
|
2023
Q2 | $147K | Hold |
660
| – | – | 0.03% | 192 |
|
|
2023
Q1 | $160K | Buy |
660
+59
| +10% | +$14.3K | 0.04% | 179 |
|
|
2022
Q4 | $158K | Sell |
601
-2
| -0.3% | -$525 | 0.04% | 171 |
|
|
2022
Q3 | $136K | Hold |
603
| – | – | 0.04% | 173 |
|
|
2022
Q2 | $146K | Sell |
603
-18
| -3% | -$4.36K | 0.04% | 168 |
|
|
2022
Q1 | $150K | Hold |
621
| – | – | 0.04% | 193 |
|
|
2021
Q4 | $140K | Buy |
621
+1
| +0.2% | +$225 | 0.03% | 191 |
|
|
2021
Q3 | $131K | Buy |
620
+17
| +3% | +$3.59K | 0.03% | 194 |
|
|
2021
Q2 | $146K | Buy |
603
+65
| +12% | +$15.7K | 0.04% | 183 |
|
|
2021
Q1 | $134K | Sell |
538
-50
| -9% | -$12.5K | 0.04% | 172 |
|
|
2020
Q4 | $140K | Buy |
+588
| New | +$140K | 0.04% | 163 |
|