SFWA
Summit Financial Wealth Advisors’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $695K | Hold |
2,230
| – | – | 0.14% | 78 |
|
|
2024
Q4 | $644K | Hold |
2,230
| – | – | 0.13% | 81 |
|
|
2024
Q3 | $719K | Sell |
2,230
-16
| -0.7% | -$5.16K | 0.13% | 77 |
|
|
2024
Q2 | $702K | Buy |
2,246
+16
| +0.7% | +$5K | 0.14% | 71 |
|
|
2024
Q1 | $634K | Buy |
+2,230
| New | +$634K | 0.13% | 73 |
|
|
2020
Q4 | – | Sell |
-2,304
| Closed | -$507K | – | 102 |
|
|
2020
Q3 | $507K | Hold |
2,304
| – | – | 0.14% | 70 |
|
|
2020
Q2 | $580K | Hold |
2,304
| – | – | 0.15% | 65 |
|
|
2020
Q1 | $487K | Sell |
2,304
-38
| -2% | -$8.03K | 0.15% | 72 |
|
|
2019
Q4 | $522K | Hold |
2,342
| – | – | 0.13% | 89 |
|
|
2019
Q3 | $470K | Hold |
2,342
| – | – | 0.12% | 98 |
|
|
2019
Q2 | $432K | Hold |
2,342
| – | – | 0.11% | 105 |
|
|
2019
Q1 | $452K | Hold |
2,342
| – | – | 0.12% | 90 |
|
|
2018
Q4 | $456K | Buy |
2,342
+200
| +9% | +$38.9K | 0.15% | 84 |
|
|
2018
Q3 | $418K | Buy |
+2,142
| New | +$418K | 0.12% | 89 |
|
|
2017
Q1 | – | Sell |
-1,845
| Closed | -$270K | – | 141 |
|
|
2016
Q4 | $270K | Hold |
1,845
| – | – | 0.12% | 115 |
|
|
2016
Q3 | $308K | Sell |
1,845
-489
| -21% | -$81.6K | 0.13% | 110 |
|
|
2016
Q2 | $355K | Buy |
+2,334
| New | +$355K | 0.15% | 104 |
|
|
2015
Q4 | – | Sell |
-100
| Closed | -$13K | – | 126 |
|
|
2015
Q3 | $13K | Hold |
100
| – | – | 0.01% | 175 |
|
|
2015
Q2 | $15K | Hold |
100
| – | – | 0.01% | 210 |
|
|
2015
Q1 | $16K | Hold |
100
| – | – | 0.01% | 178 |
|
|
2014
Q4 | $16K | Buy |
+100
| New | +$16K | 0.01% | 177 |
|