SWA

Sutton Wealth Advisors’s Amgen AMGN Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$237K	Buy	883 +52	+6%	+$14K	0.12%	95
2023 Q2	$184K	Buy	831 +491	+144%	+$109K	0.09%	116
2023 Q1	$82.2K	Sell	340 -2,227	-87%	-$538K	0.04%	169
2022 Q4	$674K	Sell	2,567 -7	-0.3%	-$1.84K	0.26%	64
2022 Q3	$580K	Buy	2,574 +3	+0.1%	+$676	0.24%	70
2022 Q2	$626K	Buy	2,571 +1	+0%	+$243	0.25%	67
2022 Q1	$621K	Buy	2,570 +14	+0.5%	+$3.39K	0.21%	76
2021 Q4	$575K	Buy	2,556 +19	+0.7%	+$4.27K	0.19%	82
2021 Q3	$539K	Buy	2,537 +2	+0.1%	+$425	0.2%	83
2021 Q2	$618K	Hold	2,535	–	–	0.23%	81
2021 Q1	$631K	Buy	2,535 +4	+0.2%	+$995	0.25%	69
2020 Q4	$582K	Buy	2,531 +11	+0.4%	+$2.53K	0.25%	72
2020 Q3	$640K	Buy	2,520 +3	+0.1%	+$762	0.31%	57
2020 Q2	$594K	Buy	2,517 +5	+0.2%	+$1.18K	0.31%	56
2020 Q1	$509K	Sell	2,512 -19	-0.8%	-$3.85K	0.32%	55
2019 Q4	$610K	Hold	2,531	–	–	0.31%	58
2019 Q3	$490K	Hold	2,531	–	–	0.27%	60
2019 Q2	$466K	Buy	2,531 +9	+0.4%	+$1.66K	0.27%	65
2019 Q1	$479K	Buy	2,522 +9	+0.4%	+$1.71K	0.28%	61
2018 Q4	$489K	Sell	2,513 -10	-0.4%	-$1.95K	0.32%	60
2018 Q3	$523K	Hold	2,523	–	–	0.34%	50
2018 Q2	$466K	Sell	2,523 -10	-0.4%	-$1.85K	0.32%	54
2018 Q1	$432K	Hold	2,533	–	–	0.31%	58
2017 Q4	$440K	Hold	2,533	–	–	0.32%	57
2017 Q3	$472K	Hold	2,533	–	–	0.36%	52
2017 Q2	$436K	Hold	2,533	–	–	0.35%	53
2017 Q1	$416K	Sell	2,533 -4	-0.2%	-$656	0.35%	52
2016 Q4	$371K	Hold	2,537	–	–	0.33%	53
2016 Q3	$423K	Buy	2,537 +4	+0.2%	+$667	0.39%	48
2016 Q2	$385K	Hold	2,533	–	–	0.36%	49
2016 Q1	$380K	Buy	+2,533	New	+$380K	0.36%	50