WPW
Waldron Private Wealth’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.63M | Sell |
12,989
-52
| -0.4% | -$14.5K | 0.16% | 69 |
|
|
2025
Q1 | $4.06M | Sell |
13,041
-3,969
| -23% | -$1.24M | 0.19% | 64 |
|
|
2024
Q4 | $4.43M | Sell |
17,010
-333
| -2% | -$86.8K | 0.18% | 70 |
|
|
2024
Q3 | $5.59M | Buy |
17,343
+95
| +0.6% | +$30.6K | 0.23% | 59 |
|
|
2024
Q2 | $5.39M | Sell |
17,248
-147
| -0.8% | -$45.9K | 0.24% | 57 |
|
|
2024
Q1 | $4.95M | Buy |
17,395
+7
| +0% | +$1.99K | 0.22% | 58 |
|
|
2023
Q4 | $5.01M | Sell |
17,388
-137
| -0.8% | -$39.5K | 0.24% | 54 |
|
|
2023
Q3 | $4.71M | Buy |
17,525
+8
| +0% | +$2.15K | 0.24% | 54 |
|
|
2023
Q2 | $3.89M | Buy |
17,517
+184
| +1% | +$40.9K | 0.19% | 66 |
|
|
2023
Q1 | $4.19M | Sell |
17,333
-600
| -3% | -$145K | 0.2% | 66 |
|
|
2022
Q4 | $4.04M | Hold |
17,933
| – | – | 0.25% | 60 |
|
|
2022
Q3 | $4.04M | Sell |
17,933
-157
| -0.9% | -$35.4K | 0.25% | 60 |
|
|
2022
Q2 | $4.4M | Buy |
18,090
+385
| +2% | +$93.7K | 0.25% | 60 |
|
|
2022
Q1 | $4.28M | Sell |
17,705
-87
| -0.5% | -$21K | 0.22% | 71 |
|
|
2021
Q4 | $4M | Buy |
17,792
+159
| +0.9% | +$35.8K | 0.2% | 73 |
|
|
2021
Q3 | $3.75M | Buy |
17,633
+1,579
| +10% | +$336K | 0.22% | 68 |
|
|
2021
Q2 | $3.91M | Buy |
16,054
+303
| +2% | +$73.9K | 0.25% | 59 |
|
|
2021
Q1 | $3.92M | Sell |
15,751
-42
| -0.3% | -$10.5K | 0.27% | 56 |
|
|
2020
Q4 | $3.63M | Sell |
15,793
-46
| -0.3% | -$10.6K | 0.27% | 55 |
|
|
2020
Q3 | $4.03M | Buy |
15,839
+486
| +3% | +$124K | 0.34% | 47 |
|
|
2020
Q2 | $3.62M | Sell |
15,353
-5,252
| -25% | -$1.24M | 0.32% | 44 |
|
|
2020
Q1 | $4.18M | Sell |
20,605
-327
| -2% | -$66.3K | 0.45% | 44 |
|
|
2019
Q4 | $5.05M | Buy |
20,932
+39
| +0.2% | +$9.4K | 0.45% | 36 |
|
|
2019
Q3 | $4.04M | Buy |
20,893
+19,445
| +1,343% | +$3.76M | 0.41% | 43 |
|
|
2019
Q2 | $266K | Sell |
1,448
-367
| -20% | -$67.4K | 0.03% | 202 |
|
|
2019
Q1 | $344K | Sell |
1,815
-283
| -13% | -$53.6K | 0.04% | 174 |
|
|
2018
Q4 | $408K | Buy |
+2,098
| New | +$408K | 0.06% | 140 |
|
|
2017
Q2 | – | Sell |
-2,742
| Closed | -$444K | – | 141 |
|
|
2017
Q1 | $444K | Buy |
+2,742
| New | +$444K | 0.11% | 115 |
|
|
2016
Q3 | – | Sell |
-1,574
| Closed | -$239K | – | 150 |
|
|
2016
Q2 | $239K | Buy |
+1,574
| New | +$239K | 0.09% | 132 |
|