WFA
Wellspring Financial Advisors’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $621K | Buy |
2,223
+29
| +1% | +$8.1K | 0.06% | 73 |
|
|
2025
Q1 | $684K | Sell |
2,194
-412
| -16% | -$128K | 0.08% | 66 |
|
|
2024
Q4 | $679K | Sell |
2,606
-2
| -0.1% | -$521 | 0.07% | 66 |
|
|
2024
Q3 | $840K | Sell |
2,608
-116
| -4% | -$37.4K | 0.1% | 62 |
|
|
2024
Q2 | $851K | Buy |
2,724
+41
| +2% | +$12.8K | 0.12% | 61 |
|
|
2024
Q1 | $763K | Sell |
2,683
-22
| -0.8% | -$6.26K | 0.12% | 57 |
|
|
2023
Q4 | $779K | Buy |
2,705
+202
| +8% | +$58.2K | 0.19% | 57 |
|
|
2023
Q3 | $673K | Sell |
2,503
-7
| -0.3% | -$1.88K | 0.2% | 56 |
|
|
2023
Q2 | $557K | Sell |
2,510
-26
| -1% | -$5.77K | 0.16% | 57 |
|
|
2023
Q1 | $613K | Sell |
2,536
-1
| -0% | -$242 | 0.18% | 61 |
|
|
2022
Q4 | $666K | Buy |
2,537
+10
| +0.4% | +$2.63K | 0.22% | 57 |
|
|
2022
Q3 | $570K | Sell |
2,527
-5
| -0.2% | -$1.13K | 0.21% | 49 |
|
|
2022
Q2 | $616K | Sell |
2,532
-48
| -2% | -$11.7K | 0.21% | 48 |
|
|
2022
Q1 | $624K | Buy |
2,580
+59
| +2% | +$14.3K | 0.18% | 47 |
|
|
2021
Q4 | $567K | Sell |
2,521
-22
| -0.9% | -$4.95K | 0.16% | 54 |
|
|
2021
Q3 | $541K | Buy |
2,543
+73
| +3% | +$15.5K | 0.16% | 54 |
|
|
2021
Q2 | $602K | Buy |
2,470
+89
| +4% | +$21.7K | 0.19% | 50 |
|
|
2021
Q1 | $483K | Sell |
2,381
-118
| -5% | -$23.9K | 0.23% | 42 |
|
|
2020
Q4 | $575K | Buy |
2,499
+97
| +4% | +$22.3K | 0.2% | 49 |
|
|
2020
Q3 | $611K | Buy |
2,402
+21
| +0.9% | +$5.34K | 0.24% | 44 |
|
|
2020
Q2 | $562K | Hold |
2,381
| – | – | 0.23% | 44 |
|
|
2020
Q1 | $483K | Buy |
+2,381
| New | +$483K | 0.23% | 42 |
|