WFA
West Financial Advisors’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Hold |
764
| – | – | 0.04% | 57 |
|
|
2025
Q1 | $238K | Hold |
764
| – | – | 0.05% | 54 |
|
|
2024
Q4 | $199K | Hold |
764
| – | – | 0.04% | 57 |
|
|
2024
Q3 | $246K | Hold |
764
| – | – | 0.05% | 50 |
|
|
2024
Q2 | $239K | Hold |
764
| – | – | 0.05% | 52 |
|
|
2024
Q1 | $217K | Sell |
764
-310
| -29% | -$88.1K | 0.05% | 53 |
|
|
2023
Q4 | $309K | Sell |
1,074
-27
| -2% | -$7.78K | 0.07% | 47 |
|
|
2023
Q3 | $296K | Buy |
1,101
+27
| +3% | +$7.26K | 0.07% | 48 |
|
|
2023
Q2 | $238K | Hold |
1,074
| – | – | 0.06% | 49 |
|
|
2023
Q1 | $260K | Hold |
1,074
| – | – | 0.07% | 47 |
|
|
2022
Q4 | $282K | Sell |
1,074
-475
| -31% | -$125K | 0.08% | 44 |
|
|
2022
Q3 | $349K | Hold |
1,549
| – | – | 0.1% | 42 |
|
|
2022
Q2 | $377K | Hold |
1,549
| – | – | 0.11% | 40 |
|
|
2022
Q1 | $375K | Hold |
1,549
| – | – | 0.1% | 42 |
|
|
2021
Q4 | $348K | Buy |
+1,549
| New | +$348K | 0.09% | 46 |
|