SWM
SVA Wealth Management’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $5.55M | Buy |
24,132
+590
| +3% | +$136K | 0.48% | 45 |
|
|
2020
Q3 | $5.98M | Buy |
23,542
+235
| +1% | +$59.7K | 0.59% | 39 |
|
|
2020
Q2 | $5.5M | Buy |
23,307
+594
| +3% | +$140K | 0.59% | 40 |
|
|
2020
Q1 | $4.61M | Sell |
22,713
-280
| -1% | -$56.8K | 0.53% | 42 |
|
|
2019
Q4 | $5.54M | Buy |
22,993
+34
| +0.1% | +$8.2K | 0.51% | 41 |
|
|
2019
Q3 | $4.44M | Sell |
22,959
-343
| -1% | -$66.4K | 0.44% | 52 |
|
|
2019
Q2 | $4.29M | Buy |
23,302
+325
| +1% | +$59.9K | 0.42% | 54 |
|
|
2019
Q1 | $4.37M | Buy |
22,977
+802
| +4% | +$152K | 0.42% | 56 |
|
|
2018
Q4 | $4.32M | Sell |
22,175
-253
| -1% | -$49.3K | 0.49% | 54 |
|
|
2018
Q3 | $4.65M | Buy |
22,428
+1,504
| +7% | +$312K | 0.47% | 54 |
|
|
2018
Q2 | $3.86M | Buy |
20,924
+549
| +3% | +$101K | 0.42% | 56 |
|
|
2018
Q1 | $3.8M | Buy |
20,375
+688
| +3% | +$128K | 0.47% | 62 |
|
|
2017
Q4 | $3.42M | Sell |
19,687
-688
| -3% | -$120K | 0.4% | 65 |
|
|
2017
Q3 | $3.8M | Buy |
20,375
+38
| +0.2% | +$7.09K | 0.47% | 62 |
|
|
2017
Q2 | $3.5M | Buy |
20,337
+756
| +4% | +$130K | 0.45% | 64 |
|
|
2017
Q1 | $3.21M | Buy |
19,581
+2,100
| +12% | +$345K | 0.44% | 69 |
|
|
2016
Q4 | $2.56M | Buy |
17,481
+415
| +2% | +$60.7K | 0.38% | 75 |
|
|
2016
Q3 | $2.85M | Buy |
17,066
+13,162
| +337% | +$2.2M | 0.44% | 69 |
|
|
2016
Q2 | $594K | Buy |
3,904
+50
| +1% | +$7.61K | 0.1% | 129 |
|
|
2016
Q1 | $578K | Sell |
3,854
-20
| -0.5% | -$3K | 0.1% | 132 |
|
|
2015
Q4 | $629K | Buy |
3,874
+245
| +7% | +$39.8K | 0.11% | 140 |
|
|
2015
Q3 | $502K | Sell |
3,629
-13
| -0.4% | -$1.8K | 0.09% | 149 |
|
|
2015
Q2 | $559K | Buy |
3,642
+28
| +0.8% | +$4.3K | 0.1% | 147 |
|
|
2015
Q1 | $578K | Buy |
3,614
+446
| +14% | +$71.3K | 0.11% | 150 |
|
|
2014
Q4 | $505K | Hold |
3,168
| – | – | 0.18% | 115 |
|
|
2014
Q3 | $445K | Hold |
3,168
| – | – | 0.19% | 104 |
|
|
2014
Q2 | $375K | Hold |
3,168
| – | – | 0.16% | 115 |
|
|
2014
Q1 | $391K | Buy |
3,168
+106
| +3% | +$13.1K | 0.18% | 107 |
|
|
2013
Q4 | $349K | Buy |
+3,062
| New | +$349K | 0.21% | 104 |
|