WBC
West Branch Capital’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $341K | Sell |
1,221
-171
| -12% | -$47.7K | 0.1% | 63 |
|
|
2025
Q1 | $434K | Sell |
1,392
-47
| -3% | -$14.6K | 0.14% | 56 |
|
|
2024
Q4 | $375K | Sell |
1,439
-21
| -1% | -$5.47K | 0.12% | 62 |
|
|
2024
Q3 | $470K | Sell |
1,460
-31
| -2% | -$9.99K | 0.16% | 57 |
|
|
2024
Q2 | $466K | Buy |
1,491
+1
| +0.1% | +$312 | 0.17% | 57 |
|
|
2024
Q1 | $424K | Sell |
1,490
-205
| -12% | -$58.3K | 0.17% | 58 |
|
|
2023
Q4 | $488K | Buy |
1,695
+434
| +34% | +$125K | 0.23% | 47 |
|
|
2023
Q3 | $339K | Buy |
1,261
+1
| +0.1% | +$269 | 0.18% | 56 |
|
|
2023
Q2 | $280K | Buy |
1,260
+11
| +0.9% | +$2.44K | 0.14% | 64 |
|
|
2023
Q1 | $302K | Buy |
1,249
+1
| +0.1% | +$242 | 0.17% | 63 |
|
|
2022
Q4 | $328K | Buy |
1,248
+1
| +0.1% | +$263 | 0.2% | 57 |
|
|
2022
Q3 | $281K | Buy |
1,247
+401
| +47% | +$90.4K | 0.17% | 65 |
|
|
2022
Q2 | $206K | Sell |
846
-30
| -3% | -$7.31K | 0.12% | 78 |
|
|
2022
Q1 | $212K | Sell |
876
-42
| -5% | -$10.2K | 0.1% | 80 |
|
|
2021
Q4 | $207K | Sell |
918
-16
| -2% | -$3.61K | 0.09% | 85 |
|
|
2021
Q3 | $199K | Sell |
934
-132
| -12% | -$28.1K | 0.1% | 84 |
|
|
2021
Q2 | $260K | Buy |
1,066
+1
| +0.1% | +$244 | 0.13% | 79 |
|
|
2021
Q1 | $265K | Sell |
1,065
-19
| -2% | -$4.73K | 0.16% | 74 |
|
|
2020
Q4 | $249K | Sell |
1,084
-504
| -32% | -$116K | 0.15% | 78 |
|
|
2020
Q3 | $404K | Sell |
1,588
-1,292
| -45% | -$329K | 0.26% | 59 |
|
|
2020
Q2 | $679K | Sell |
2,880
-2,498
| -46% | -$589K | 0.48% | 50 |
|
|
2020
Q1 | $1.09M | Sell |
5,378
-328
| -6% | -$66.5K | 1.04% | 30 |
|
|
2019
Q4 | $1.38M | Sell |
5,706
-21
| -0.4% | -$5.06K | 0.96% | 30 |
|
|
2019
Q3 | $1.11M | Buy |
5,727
+735
| +15% | +$142K | 0.82% | 43 |
|
|
2019
Q2 | $920K | Sell |
4,992
-5
| -0.1% | -$921 | 0.76% | 37 |
|
|
2019
Q1 | $949K | Sell |
4,997
-145
| -3% | -$27.5K | 0.85% | 36 |
|
|
2018
Q4 | $1M | Sell |
5,142
-59
| -1% | -$11.5K | 1.05% | 31 |
|
|
2018
Q3 | $1.08M | Sell |
5,201
-68
| -1% | -$14.1K | 0.8% | 39 |
|
|
2018
Q2 | $973K | Buy |
5,269
+651
| +14% | +$120K | 0.77% | 43 |
|
|
2018
Q1 | $787K | Buy |
+4,618
| New | +$787K | 0.86% | 38 |
|