WKWM
Walter & Keenan Wealth Management’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.82M | Buy |
10,111
+181
| +2% | +$50.5K | 0.82% | 34 |
|
|
2025
Q1 | $3.09M | Buy |
9,930
+93
| +0.9% | +$29K | 0.93% | 29 |
|
|
2024
Q4 | $2.56M | Sell |
9,837
-23
| -0.2% | -$6K | 0.77% | 36 |
|
|
2024
Q3 | $3.18M | Buy |
9,860
+3
| +0% | +$967 | 0.97% | 29 |
|
|
2024
Q2 | $3.08M | Sell |
9,857
-32
| -0.3% | -$10K | 0.98% | 29 |
|
|
2024
Q1 | $2.81M | Buy |
9,889
+58
| +0.6% | +$16.5K | 0.92% | 35 |
|
|
2023
Q4 | $2.83M | Buy |
9,831
+1
| +0% | +$288 | 1.01% | 30 |
|
|
2023
Q3 | $2.64M | Hold |
9,830
| – | – | 1.03% | 30 |
|
|
2023
Q2 | $2.18M | Buy |
9,830
+94
| +1% | +$20.9K | 0.8% | 38 |
|
|
2023
Q1 | $2.35M | Sell |
9,736
-700
| -7% | -$169K | 0.89% | 38 |
|
|
2022
Q4 | $2.74M | Buy |
10,436
+390
| +4% | +$102K | 1.08% | 31 |
|
|
2022
Q3 | $2.26M | Buy |
10,046
+142
| +1% | +$32K | 0.96% | 37 |
|
|
2022
Q2 | $2.41M | Sell |
9,904
-100
| -1% | -$24.3K | 0.95% | 35 |
|
|
2022
Q1 | $2.42M | Hold |
10,004
| – | – | 0.82% | 40 |
|
|
2021
Q4 | $2.25M | Buy |
10,004
+351
| +4% | +$79K | 0.73% | 46 |
|
|
2021
Q3 | $2.05M | Buy |
9,653
+184
| +2% | +$39.1K | 0.7% | 44 |
|
|
2021
Q2 | $2.31M | Sell |
9,469
-100
| -1% | -$24.4K | 0.8% | 39 |
|
|
2021
Q1 | $2.38M | Sell |
9,569
-1,787
| -16% | -$445K | 0.84% | 38 |
|
|
2020
Q4 | $2.61M | Buy |
11,356
+65
| +0.6% | +$14.9K | 0.94% | 35 |
|
|
2020
Q3 | $2.87M | Sell |
11,291
-50
| -0.4% | -$12.7K | 1.14% | 29 |
|
|
2020
Q2 | $2.68M | Sell |
11,341
-17,752
| -61% | -$4.19M | 1.08% | 30 |
|
|
2020
Q1 | $5.76M | Buy |
29,093
+18,652
| +179% | +$3.69M | 2.28% | 11 |
|
|
2019
Q4 | $2.52M | Sell |
10,441
-3,873
| -27% | -$934K | 0.97% | 36 |
|
|
2019
Q3 | $2.77M | Buy |
14,314
+3,764
| +36% | +$728K | 1.05% | 34 |
|
|
2019
Q2 | $1.94M | Buy |
10,550
+350
| +3% | +$64.5K | 0.86% | 36 |
|
|
2019
Q1 | $1.94M | Buy |
10,200
+455
| +5% | +$86.5K | 0.85% | 38 |
|
|
2018
Q4 | $18.2M | Buy |
9,745
+1,150
| +13% | +$2.15M | 8.19% | 1 |
|
|
2018
Q3 | $1.78K | Sell |
8,595
-500
| -5% | -$104 | 0.53% | 40 |
|
|
2018
Q2 | $1.68M | Buy |
9,095
+155
| +2% | +$28.6K | 0.72% | 43 |
|
|
2018
Q1 | $1.52M | Buy |
8,940
+345
| +4% | +$58.8K | 0.66% | 49 |
|
|
2017
Q4 | $1.5M | Buy |
8,595
+110
| +1% | +$19.1K | 0.63% | 53 |
|
|
2017
Q3 | $1.58M | Buy |
8,485
+485
| +6% | +$90.4K | 0.73% | 46 |
|
|
2017
Q2 | $1.38M | Buy |
8,000
+1,400
| +21% | +$241K | 0.69% | 47 |
|
|
2017
Q1 | $1.08M | Buy |
6,600
+3,400
| +106% | +$558K | 0.56% | 55 |
|
|
2016
Q4 | $468K | Buy |
3,200
+600
| +23% | +$87.8K | 0.25% | 86 |
|
|
2016
Q3 | $434K | Sell |
2,600
-1,000
| -28% | -$167K | 0.24% | 90 |
|
|
2016
Q2 | $548K | Buy |
3,600
+1,200
| +50% | +$183K | 0.31% | 77 |
|
|
2016
Q1 | $360K | Buy |
2,400
+300
| +14% | +$45K | 0.21% | 95 |
|
|
2015
Q4 | $341K | Hold |
2,100
| – | – | 0.2% | 97 |
|
|
2015
Q3 | $290K | Hold |
2,100
| – | – | 0.18% | 108 |
|
|
2015
Q2 | $322K | Hold |
2,100
| – | – | 0.19% | 106 |
|
|
2015
Q1 | $336K | Hold |
2,100
| – | – | 0.19% | 108 |
|
|
2014
Q4 | $335K | Sell |
2,100
-100
| -5% | -$16K | 0.19% | 104 |
|
|
2014
Q3 | $309K | Hold |
2,200
| – | – | 0.18% | 111 |
|
|
2014
Q2 | $260K | Hold |
2,200
| – | – | 0.14% | 123 |
|
|
2014
Q1 | $271K | Buy |
+2,200
| New | +$271K | 0.15% | 113 |
|