VWA
V Wealth Advisors’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $222K | Sell |
825
-2,525
| -75% | -$678K | 0.18% | 99 |
|
|
2023
Q2 | $744K | Sell |
3,350
-448
| -12% | -$99.4K | 0.12% | 155 |
|
|
2023
Q1 | $918K | Buy |
3,798
+99
| +3% | +$23.9K | 0.17% | 133 |
|
|
2022
Q4 | $972K | Buy |
3,699
+434
| +13% | +$114K | 0.2% | 116 |
|
|
2022
Q3 | $736K | Sell |
3,265
-50
| -2% | -$11.3K | 0.15% | 144 |
|
|
2022
Q2 | $807K | Buy |
3,315
+17
| +0.5% | +$4.14K | 0.15% | 160 |
|
|
2022
Q1 | $797K | Buy |
3,298
+318
| +11% | +$76.8K | 0.13% | 178 |
|
|
2021
Q4 | $670K | Sell |
2,980
-383
| -11% | -$86.1K | 0.1% | 200 |
|
|
2021
Q3 | $715K | Buy |
3,363
+79
| +2% | +$16.8K | 0.11% | 193 |
|
|
2021
Q2 | $798K | Buy |
3,284
+576
| +21% | +$140K | 0.13% | 184 |
|
|
2021
Q1 | $674K | Sell |
2,708
-902
| -25% | -$225K | 0.12% | 189 |
|
|
2020
Q4 | $830K | Buy |
3,610
+2,443
| +209% | +$562K | 0.17% | 151 |
|
|
2020
Q3 | $297K | Sell |
1,167
-2,287
| -66% | -$582K | 0.21% | 128 |
|
|
2020
Q2 | $814K | Buy |
3,454
+169
| +5% | +$39.8K | 0.21% | 120 |
|
|
2020
Q1 | $666K | Buy |
3,285
+871
| +36% | +$177K | 0.21% | 126 |
|
|
2019
Q4 | $467K | Hold |
2,414
| – | – | 0.17% | 144 |
|
|
2019
Q3 | $467K | Buy |
2,414
+36
| +2% | +$6.96K | 0.17% | 145 |
|
|
2019
Q2 | $435K | Sell |
2,378
-9,858
| -81% | -$1.8M | 0.17% | 147 |
|
|
2019
Q1 | $2.17M | Sell |
12,236
-273
| -2% | -$48.4K | 0.88% | 22 |
|
|
2018
Q4 | $2.5M | Sell |
12,509
-189
| -1% | -$37.8K | 1.27% | 12 |
|
|
2018
Q3 | $2.62M | Buy |
+12,698
| New | +$2.62M | 1.21% | 11 |
|
|
2018
Q2 | – | Sell |
-12,917
| Closed | -$2.13M | – | 206 |
|
|
2018
Q1 | $2.13M | Sell |
12,917
-1,563
| -11% | -$258K | 1.14% | 20 |
|
|
2017
Q4 | $2.68M | Buy |
14,480
+501
| +4% | +$92.9K | 1.35% | 15 |
|
|
2017
Q3 | $2.6M | Buy |
13,979
+790
| +6% | +$147K | 1.32% | 18 |
|
|
2017
Q2 | $2.27M | Buy |
13,189
+64
| +0.5% | +$11K | 1.06% | 20 |
|
|
2017
Q1 | $2.15M | Buy |
13,125
+4,117
| +46% | +$674K | 1.32% | 19 |
|
|
2016
Q4 | $1.32M | Buy |
9,008
+416
| +5% | +$60.9K | 0.97% | 36 |
|
|
2016
Q3 | $1.45M | Buy |
8,592
+7,135
| +490% | +$1.2M | 1.17% | 28 |
|
|
2016
Q2 | $222K | Buy |
1,457
+63
| +5% | +$9.6K | 0.18% | 146 |
|
|
2016
Q1 | $208K | Buy |
+1,394
| New | +$208K | 0.17% | 136 |
|