SVWAG
Sound View Wealth Advisors Group’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.28M | Buy |
29,665
+485
| +2% | +$135K | 0.61% | 43 |
|
|
2025
Q1 | $9.09M | Sell |
29,180
-343
| -1% | -$107K | 0.75% | 35 |
|
|
2024
Q4 | $7.69M | Buy |
29,523
+1,159
| +4% | +$302K | 0.62% | 41 |
|
|
2024
Q3 | $9.14M | Buy |
28,364
+3,038
| +12% | +$979K | 0.75% | 34 |
|
|
2024
Q2 | $7.91M | Sell |
25,326
-386
| -2% | -$121K | 0.82% | 33 |
|
|
2024
Q1 | $7.31M | Sell |
25,712
-3,343
| -12% | -$950K | 0.78% | 35 |
|
|
2023
Q4 | $8.37M | Sell |
29,055
-617
| -2% | -$178K | 0.92% | 27 |
|
|
2023
Q3 | $7.97M | Buy |
29,672
+2,394
| +9% | +$643K | 0.99% | 26 |
|
|
2023
Q2 | $6.06M | Sell |
27,278
-980
| -3% | -$218K | 0.79% | 34 |
|
|
2023
Q1 | $6.83M | Sell |
28,258
-797
| -3% | -$193K | 0.94% | 25 |
|
|
2022
Q4 | $8.37M | Buy |
29,055
+8,232
| +40% | +$2.37M | 0.92% | 27 |
|
|
2022
Q3 | $4.69M | Sell |
20,823
-439
| -2% | -$98.9K | 1.05% | 26 |
|
|
2022
Q2 | $5.17M | Sell |
21,262
-392
| -2% | -$95.4K | 1.08% | 27 |
|
|
2022
Q1 | $5.24M | Sell |
21,654
-27
| -0.1% | -$6.53K | 1% | 28 |
|
|
2021
Q4 | $4.88M | Buy |
21,681
+699
| +3% | +$157K | 0.92% | 33 |
|
|
2021
Q3 | $4.46M | Sell |
20,982
-18
| -0.1% | -$3.83K | 0.93% | 33 |
|
|
2021
Q2 | $5.12M | Buy |
21,000
+559
| +3% | +$136K | 1.08% | 23 |
|
|
2021
Q1 | $5.09M | Sell |
20,441
-217
| -1% | -$54K | 1.18% | 21 |
|
|
2020
Q4 | $4.75M | Sell |
20,658
-378
| -2% | -$86.9K | 1.16% | 24 |
|
|
2020
Q3 | $5.35M | Sell |
21,036
-183
| -0.9% | -$46.5K | 1.41% | 16 |
|
|
2020
Q2 | $5.01M | Sell |
21,219
-254
| -1% | -$59.9K | 1.41% | 15 |
|
|
2020
Q1 | $4.35M | Buy |
21,473
+4,128
| +24% | +$837K | 1.5% | 15 |
|
|
2019
Q4 | $4.18M | Sell |
17,345
-1,256
| -7% | -$303K | 1.18% | 24 |
|
|
2019
Q3 | $3.6M | Sell |
18,601
-326
| -2% | -$63.1K | 1.07% | 27 |
|
|
2019
Q2 | $3.49M | Buy |
+18,927
| New | +$3.49M | 1.03% | 29 |
|