THWM
Taylor Hoffman Wealth Management’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $427K | Hold |
1,372
| – | – | 0.17% | 78 |
|
|
2024
Q1 | $390K | Sell |
1,372
-425
| -24% | -$121K | 0.17% | 83 |
|
|
2023
Q4 | $518K | Buy |
1,797
+25
| +1% | +$7.2K | 0.23% | 69 |
|
|
2023
Q3 | $476K | Hold |
1,772
| – | – | 0.25% | 72 |
|
|
2023
Q2 | $393K | Hold |
1,772
| – | – | 0.2% | 80 |
|
|
2023
Q1 | $428K | Buy |
1,772
+600
| +51% | +$145K | 0.23% | 71 |
|
|
2022
Q4 | $308K | Sell |
1,172
-50
| -4% | -$13.1K | 0.19% | 81 |
|
|
2022
Q3 | $275K | Hold |
1,222
| – | – | 0.14% | 109 |
|
|
2022
Q2 | $300K | Hold |
1,222
| – | – | 0.15% | 108 |
|
|
2022
Q1 | $296K | Hold |
1,222
| – | – | 0.12% | 112 |
|
|
2021
Q4 | $275K | Sell |
1,222
-373
| -23% | -$83.9K | 0.1% | 116 |
|
|
2021
Q3 | $341K | Sell |
1,595
-21
| -1% | -$4.49K | 0.15% | 108 |
|
|
2021
Q2 | $394K | Sell |
1,616
-120
| -7% | -$29.3K | 0.17% | 96 |
|
|
2021
Q1 | $432K | Sell |
1,736
-69
| -4% | -$17.2K | 0.2% | 89 |
|
|
2020
Q4 | $415K | Hold |
1,805
| – | – | 0.21% | 93 |
|
|
2020
Q3 | $459K | Sell |
1,805
-75
| -4% | -$19.1K | 0.27% | 82 |
|
|
2020
Q2 | $443K | Buy |
1,880
+334
| +22% | +$78.7K | 0.28% | 85 |
|
|
2020
Q1 | $313K | Sell |
1,546
-344
| -18% | -$69.6K | 0.3% | 86 |
|
|
2019
Q4 | $456K | Hold |
1,890
| – | – | 0.29% | 82 |
|
|
2019
Q3 | $366K | Buy |
1,890
+334
| +21% | +$64.7K | 0.26% | 85 |
|
|
2019
Q2 | $287K | Sell |
1,556
-334
| -18% | -$61.6K | 0.23% | 94 |
|
|
2019
Q1 | $359K | Buy |
1,890
+494
| +35% | +$93.8K | 0.27% | 85 |
|
|
2018
Q4 | $272K | Buy |
1,396
+52
| +4% | +$10.1K | 0.24% | 84 |
|
|
2018
Q3 | $279K | Buy |
1,344
+215
| +19% | +$44.6K | 0.22% | 88 |
|
|
2018
Q2 | $208K | Hold |
1,129
| – | – | 0.18% | 99 |
|
|
2018
Q1 | $192K | Hold |
1,129
| – | – | 0.18% | 100 |
|
|
2017
Q4 | $196K | Buy |
+1,129
| New | +$196K | 0.19% | 98 |
|