TCWA
Turtle Creek Wealth Advisors’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Buy |
+5,663
| New | +$1.58M | 0.19% | 96 |
|
|
2024
Q4 | – | Sell |
-1,379
| Closed | -$444K | – | 82 |
|
|
2024
Q3 | $444K | Buy |
1,379
+72
| +6% | +$23.2K | 0.09% | 111 |
|
|
2024
Q2 | $408K | Buy |
1,307
+43
| +3% | +$13.4K | 0.09% | 99 |
|
|
2024
Q1 | $359K | Buy |
1,264
+461
| +57% | +$131K | 0.09% | 106 |
|
|
2023
Q4 | $231K | Buy |
+803
| New | +$231K | 0.07% | 138 |
|