WP
WealthSource Partners’s Amgen AMGN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $1.36M | Sell |
4,735
-3,584
| -43% | -$1.03M | 0.09% | 165 |
|
2023
Q3 | $2.24M | Sell |
8,319
-205
| -2% | -$55.1K | 0.15% | 111 |
|
2023
Q2 | $1.89M | Sell |
8,524
-290
| -3% | -$64.4K | 0.12% | 129 |
|
2023
Q1 | $2.13M | Sell |
8,814
-39
| -0.4% | -$9.43K | 0.14% | 113 |
|
2022
Q4 | $2.33M | Sell |
8,853
-1,484
| -14% | -$390K | 0.16% | 95 |
|
2022
Q3 | $2.33M | Sell |
10,337
-2,027
| -16% | -$457K | 0.17% | 101 |
|
2022
Q2 | $3.01M | Sell |
12,364
-81
| -0.7% | -$19.7K | 0.22% | 76 |
|
2022
Q1 | $3.01M | Sell |
12,445
-350
| -3% | -$84.6K | 0.2% | 85 |
|
2021
Q4 | $2.88M | Sell |
12,795
-665
| -5% | -$150K | 0.23% | 72 |
|
2021
Q3 | $2.86M | Sell |
13,460
-200
| -1% | -$42.5K | 0.25% | 63 |
|
2021
Q2 | $3.33M | Buy |
13,660
+152
| +1% | +$37.1K | 0.3% | 48 |
|
2021
Q1 | $3.36M | Sell |
13,508
-1
| -0% | -$249 | 0.34% | 43 |
|
2020
Q4 | $3.11M | Sell |
13,509
-1,879
| -12% | -$432K | 0.36% | 36 |
|
2020
Q3 | $3.91M | Sell |
15,388
-224
| -1% | -$56.9K | 0.52% | 30 |
|
2020
Q2 | $3.68M | Sell |
15,612
-2,660
| -15% | -$627K | 0.53% | 29 |
|
2020
Q1 | $3.7M | Sell |
18,272
-1,625
| -8% | -$329K | 0.58% | 23 |
|
2019
Q4 | $4.8M | Sell |
19,897
-2,159
| -10% | -$521K | 0.63% | 30 |
|
2019
Q3 | $4.27M | Sell |
22,056
-3,450
| -14% | -$668K | 0.64% | 43 |
|
2019
Q2 | $4.7M | Buy |
25,506
+21,351
| +514% | +$3.93M | 0.74% | 34 |
|
2019
Q1 | $789K | Sell |
4,155
-927
| -18% | -$176K | 0.18% | 117 |
|
2018
Q4 | $989K | Buy |
5,082
+878
| +21% | +$171K | 0.28% | 84 |
|
2018
Q3 | $871K | Buy |
4,204
+184
| +5% | +$38.1K | 0.23% | 95 |
|
2018
Q2 | $742K | Buy |
+4,020
| New | +$742K | 0.21% | 109 |
|
2017
Q4 | – | Sell |
-2,505
| Closed | -$467K | – | 306 |
|
2017
Q3 | $467K | Hold |
2,505
| – | – | 0.15% | 141 |
|
2017
Q2 | $431K | Buy |
+2,505
| New | +$431K | 0.15% | 147 |
|
2016
Q4 | – | Sell |
-2,609
| Closed | -$435K | – | 247 |
|
2016
Q3 | $435K | Buy |
2,609
+469
| +22% | +$78.2K | 0.16% | 132 |
|
2016
Q2 | $326K | Buy |
+2,140
| New | +$326K | 0.12% | 155 |
|