SWK
Stephen W. Kidder’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-710
| Closed | -$204K | – | 73 |
|
|
2023
Q4 | $204K | Sell |
710
-55
| -7% | -$15.8K | 0.07% | 72 |
|
|
2023
Q3 | $206K | Buy |
+765
| New | +$206K | 0.07% | 75 |
|
|
2023
Q2 | – | Sell |
-910
| Closed | -$220K | – | 77 |
|
|
2023
Q1 | $220K | Sell |
910
-25
| -3% | -$6.04K | 0.08% | 70 |
|
|
2022
Q4 | $246K | Hold |
935
| – | – | 0.09% | 68 |
|
|
2022
Q3 | $211K | Sell |
935
-90
| -9% | -$20.3K | 0.09% | 65 |
|
|
2022
Q2 | $249K | Hold |
1,025
| – | – | 0.1% | 64 |
|
|
2022
Q1 | $247K | Hold |
1,025
| – | – | 0.08% | 71 |
|
|
2021
Q4 | $231K | Sell |
1,025
-100
| -9% | -$22.5K | 0.07% | 69 |
|
|
2021
Q3 | $239K | Sell |
1,125
-75
| -6% | -$15.9K | 0.08% | 71 |
|
|
2021
Q2 | $292K | Hold |
1,200
| – | – | 0.09% | 64 |
|
|
2021
Q1 | $299K | Sell |
1,200
-25
| -2% | -$6.23K | 0.1% | 63 |
|
|
2020
Q4 | $281K | Sell |
1,225
-5
| -0.4% | -$1.15K | 0.09% | 63 |
|
|
2020
Q3 | $312K | Sell |
1,230
-10
| -0.8% | -$2.54K | 0.11% | 60 |
|
|
2020
Q2 | $293K | Sell |
1,240
-25
| -2% | -$5.91K | 0.11% | 60 |
|
|
2020
Q1 | $257K | Sell |
1,265
-60
| -5% | -$12.2K | 0.12% | 60 |
|
|
2019
Q4 | $319K | Sell |
1,325
-185
| -12% | -$44.5K | 0.12% | 59 |
|
|
2019
Q3 | $292K | Sell |
1,510
-55
| -4% | -$10.6K | 0.12% | 60 |
|
|
2019
Q2 | $289K | Sell |
1,565
-50
| -3% | -$9.23K | 0.12% | 61 |
|
|
2019
Q1 | $307K | Sell |
1,615
-70
| -4% | -$13.3K | 0.12% | 59 |
|
|
2018
Q4 | $328K | Sell |
1,685
-115
| -6% | -$22.4K | 0.14% | 60 |
|
|
2018
Q3 | $373K | Sell |
1,800
-125
| -6% | -$25.9K | 0.14% | 69 |
|
|
2018
Q2 | $355K | Sell |
1,925
-100
| -5% | -$18.4K | 0.14% | 71 |
|
|
2018
Q1 | $345K | Sell |
2,025
-540
| -21% | -$92K | 0.13% | 73 |
|
|
2017
Q4 | $446K | Sell |
2,565
-25
| -1% | -$4.35K | 0.16% | 65 |
|
|
2017
Q3 | $483K | Hold |
2,590
| – | – | 0.18% | 64 |
|
|
2017
Q2 | $446K | Buy |
2,590
+75
| +3% | +$12.9K | 0.17% | 66 |
|
|
2017
Q1 | $413K | Buy |
+2,515
| New | +$413K | 0.16% | 68 |
|
|
2016
Q4 | – | Sell |
-1,418
| Closed | -$236K | – | 96 |
|
|
2016
Q3 | $236K | Hold |
1,418
| – | – | 0.09% | 96 |
|
|
2016
Q2 | $216K | Hold |
1,418
| – | – | 0.09% | 98 |
|
|
2016
Q1 | $212K | Hold |
1,418
| – | – | 0.09% | 96 |
|
|
2015
Q4 | $230K | Buy |
+1,418
| New | +$230K | 0.1% | 91 |
|
|
2015
Q2 | – | Sell |
-2,186
| Closed | -$350K | – | 90 |
|
|
2015
Q1 | $350K | Hold |
2,186
| – | – | 0.15% | 79 |
|
|
2014
Q4 | $348K | Hold |
2,186
| – | – | 0.15% | 79 |
|
|
2014
Q3 | $306K | Buy |
+2,186
| New | +$306K | 0.14% | 83 |
|