TA
TruWealth Advisors’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-18,940
| Closed | -$4.58M | – | 150 |
|
|
2023
Q1 | $4.58M | Buy |
18,940
+2,258
| +14% | +$546K | 0.42% | 51 |
|
|
2022
Q4 | $4.38M | Buy |
+16,682
| New | +$4.38M | 0.43% | 52 |
|
|
2021
Q3 | – | Sell |
-829
| Closed | -$202K | – | 119 |
|
|
2021
Q2 | $202K | Sell |
829
-273
| -25% | -$66.5K | 0.02% | 114 |
|
|
2021
Q1 | $274K | Sell |
1,102
-161
| -13% | -$40K | 0.04% | 89 |
|
|
2020
Q4 | $290K | Buy |
+1,263
| New | +$290K | 0.04% | 86 |
|