SGWM
Sterling Group Wealth Management’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,835
| Closed | -$572K | – | 54 |
|
|
2025
Q1 | $572K | Hold |
1,835
| – | – | 0.31% | 24 |
|
|
2024
Q4 | $478K | Hold |
1,835
| – | – | 0.25% | 30 |
|
|
2024
Q3 | $591K | Hold |
1,835
| – | – | 0.31% | 27 |
|
|
2024
Q2 | $573K | Buy |
+1,835
| New | +$573K | 0.33% | 27 |
|
|
2024
Q1 | – | Sell |
-1,835
| Closed | -$529K | – | 6 |
|
|
2023
Q4 | $529K | Hold |
1,835
| – | – | 0.41% | 25 |
|
|
2023
Q3 | $493K | Hold |
1,835
| – | – | 0.47% | 22 |
|
|
2023
Q2 | $407K | Hold |
1,835
| – | – | 0.35% | 29 |
|
|
2023
Q1 | $444K | Hold |
1,835
| – | – | 0.42% | 28 |
|
|
2022
Q4 | $482K | Buy |
+1,835
| New | +$482K | 0.47% | 24 |
|