TSWM
Triangle Securities Wealth Management’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Sell |
5,660
-1,163
| -17% | -$325K | 0.39% | 71 |
|
|
2025
Q1 | $2.13M | Sell |
6,823
-63
| -0.9% | -$19.6K | 0.55% | 59 |
|
|
2024
Q4 | $1.79M | Sell |
6,886
-147
| -2% | -$38.3K | 0.46% | 64 |
|
|
2024
Q3 | $2.27M | Sell |
7,033
-199
| -3% | -$64.1K | 0.59% | 51 |
|
|
2024
Q2 | $2.26M | Sell |
7,232
-40
| -0.6% | -$12.5K | 0.64% | 50 |
|
|
2024
Q1 | $2.07M | Sell |
7,272
-166
| -2% | -$47.2K | 0.59% | 56 |
|
|
2023
Q4 | $2.14M | Sell |
7,438
-45
| -0.6% | -$13K | 0.67% | 41 |
|
|
2023
Q3 | $2.01M | Sell |
7,483
-58
| -0.8% | -$15.6K | 0.72% | 39 |
|
|
2023
Q2 | $1.67M | Buy |
7,541
+57
| +0.8% | +$12.7K | 0.58% | 59 |
|
|
2023
Q1 | $1.81M | Sell |
7,484
-171
| -2% | -$41.3K | 0.65% | 49 |
|
|
2022
Q4 | $2.01M | Sell |
7,655
-416
| -5% | -$109K | 0.74% | 40 |
|
|
2022
Q3 | $1.82M | Sell |
8,071
-218
| -3% | -$49.1K | 0.74% | 42 |
|
|
2022
Q2 | $2.02M | Sell |
8,289
-74
| -0.9% | -$18K | 0.79% | 40 |
|
|
2022
Q1 | $2.02M | Sell |
8,363
-335
| -4% | -$81K | 0.68% | 45 |
|
|
2021
Q4 | $1.96M | Sell |
8,698
-85
| -1% | -$19.1K | 0.61% | 51 |
|
|
2021
Q3 | $1.87M | Sell |
8,783
-89
| -1% | -$18.9K | 0.63% | 51 |
|
|
2021
Q2 | $2.16M | Sell |
8,872
-187
| -2% | -$45.6K | 0.73% | 39 |
|
|
2021
Q1 | $2.25M | Buy |
9,059
+87
| +1% | +$21.6K | 0.81% | 35 |
|
|
2020
Q4 | $2.06M | Sell |
8,972
-405
| -4% | -$93.1K | 0.82% | 34 |
|
|
2020
Q3 | $2.38M | Sell |
9,377
-263
| -3% | -$66.8K | 1.08% | 24 |
|
|
2020
Q2 | $2.27M | Sell |
9,640
-1,035
| -10% | -$244K | 1.09% | 24 |
|
|
2020
Q1 | $2.16M | Sell |
10,675
-525
| -5% | -$106K | 1.25% | 23 |
|
|
2019
Q4 | $2.7M | Sell |
11,200
-182
| -2% | -$43.9K | 1.17% | 24 |
|
|
2019
Q3 | $2.2M | Sell |
11,382
-120
| -1% | -$23.2K | 1.08% | 27 |
|
|
2019
Q2 | $2.1M | Buy |
11,502
+85
| +0.7% | +$15.5K | 1.06% | 28 |
|
|
2019
Q1 | $2.17M | Sell |
11,417
-265
| -2% | -$50.3K | 1.14% | 27 |
|
|
2018
Q4 | $2.27M | Sell |
11,682
-90
| -0.8% | -$17.5K | 1.34% | 21 |
|
|
2018
Q3 | $2.44M | Sell |
11,772
-234
| -2% | -$48.5K | 1.3% | 21 |
|
|
2018
Q2 | $2.22M | Sell |
12,006
-165
| -1% | -$30.5K | 1.24% | 25 |
|
|
2018
Q1 | $2.08M | Buy |
12,171
+441
| +4% | +$75.2K | 1.19% | 27 |
|
|
2017
Q4 | $2.04M | Sell |
11,730
-164
| -1% | -$28.5K | 1.16% | 28 |
|
|
2017
Q3 | $2.22M | Sell |
11,894
-160
| -1% | -$29.8K | 1.32% | 26 |
|
|
2017
Q2 | $2.08M | Buy |
12,054
+100
| +0.8% | +$17.2K | 1.37% | 28 |
|
|
2017
Q1 | $1.96M | Sell |
11,954
-180
| -1% | -$29.5K | 1.25% | 30 |
|
|
2016
Q4 | $1.77M | Buy |
12,134
+644
| +6% | +$94.2K | 1.19% | 30 |
|
|
2016
Q3 | $1.92M | Sell |
11,490
-955
| -8% | -$159K | 1.33% | 26 |
|
|
2016
Q2 | $1.89M | Sell |
12,445
-30
| -0.2% | -$4.57K | 1.41% | 25 |
|
|
2016
Q1 | $1.87M | Buy |
12,475
+70
| +0.6% | +$10.5K | 1.22% | 27 |
|
|
2015
Q4 | $2.01M | Buy |
12,405
+1,715
| +16% | +$278K | 1.35% | 24 |
|
|
2015
Q3 | $1.48M | Buy |
10,690
+364
| +4% | +$50.4K | 1.12% | 24 |
|
|
2015
Q2 | $1.59M | Sell |
10,326
-380
| -4% | -$58.3K | 1.12% | 27 |
|
|
2015
Q1 | $1.71M | Buy |
10,706
+1,810
| +20% | +$289K | 1.18% | 23 |
|
|
2014
Q4 | $1.42M | Buy |
8,896
+460
| +5% | +$73.3K | 1.01% | 35 |
|
|
2014
Q3 | $1.19M | Sell |
8,436
-164
| -2% | -$23K | 0.91% | 40 |
|
|
2014
Q2 | $1.02M | Sell |
8,600
-1,830
| -18% | -$217K | 0.78% | 45 |
|
|
2014
Q1 | $1.07M | Buy |
10,430
+1,582
| +18% | +$162K | 0.96% | 39 |
|
|
2013
Q4 | $1.01M | Sell |
8,848
-298
| -3% | -$34K | 0.82% | 41 |
|
|
2013
Q3 | $1.02M | Sell |
9,146
-1,724
| -16% | -$193K | 0.89% | 41 |
|
|
2013
Q2 | $1.07M | Buy |
+10,870
| New | +$1.07M | 0.79% | 38 |
|