WMA
Wealth Management Associates’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Buy |
848
+1
| +0.1% | +$279 | 0.09% | 191 |
|
|
2025
Q1 | $264K | Hold |
847
| – | – | 0.11% | 173 |
|
|
2024
Q4 | $221K | Buy |
847
+150
| +22% | +$39.1K | 0.09% | 188 |
|
|
2024
Q3 | $225K | Hold |
697
| – | – | 0.1% | 187 |
|
|
2024
Q2 | $218K | Hold |
697
| – | – | 0.1% | 183 |
|
|
2024
Q1 | $218K | Hold |
697
| – | – | 0.1% | 183 |
|
|
2023
Q4 | $201K | Buy |
+697
| New | +$201K | 0.11% | 189 |
|
|
2022
Q1 | – | Sell |
-2,672
| Closed | -$601K | – | 189 |
|
|
2021
Q4 | $601K | Buy |
+2,672
| New | +$601K | 0.32% | 82 |
|
|
2020
Q1 | – | Sell |
-910
| Closed | -$219K | – | 124 |
|
|
2019
Q4 | $219K | Buy |
+910
| New | +$219K | 0.16% | 140 |
|