WOSD
WFA of San Diego’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $680K | Buy |
+2,436
| New | +$680K | 0.5% | 44 |
|
|
2024
Q3 | $722K | Sell |
2,242
-20
| -0.9% | -$6.44K | 0.61% | 33 |
|
|
2024
Q2 | $707K | Buy |
+2,262
| New | +$707K | 0.63% | 36 |
|
|
2023
Q3 | $594K | Sell |
2,212
-78
| -3% | -$21K | 0.62% | 33 |
|
|
2023
Q2 | $508K | Sell |
2,290
-652
| -22% | -$145K | 0.5% | 39 |
|
|
2023
Q1 | $711K | Sell |
2,942
-150
| -5% | -$36.3K | 0.74% | 30 |
|
|
2022
Q4 | $812K | Hold |
3,092
| – | – | 0.62% | 34 |
|
|
2022
Q3 | $697K | Buy |
3,092
+631
| +26% | +$142K | 0.63% | 39 |
|
|
2022
Q2 | $599K | Buy |
2,461
+27
| +1% | +$6.57K | 0.51% | 42 |
|
|
2022
Q1 | $589K | Sell |
2,434
-586
| -19% | -$142K | 0.45% | 48 |
|
|
2021
Q4 | $679K | Buy |
3,020
+655
| +28% | +$147K | 0.39% | 56 |
|
|
2021
Q3 | $503K | Sell |
2,365
-214
| -8% | -$45.5K | 0.35% | 57 |
|
|
2021
Q2 | $629K | Buy |
2,579
+79
| +3% | +$19.3K | 0.49% | 45 |
|
|
2021
Q1 | $622K | Sell |
2,500
-220
| -8% | -$54.7K | 0.52% | 41 |
|
|
2020
Q4 | $229 | Sell |
2,720
-1,340
| -33% | -$113 | 0.06% | 41 |
|
|
2020
Q3 | $1.03M | Sell |
4,060
-2,822
| -41% | -$717K | 0.98% | 26 |
|
|
2020
Q2 | $1.63M | Buy |
+6,882
| New | +$1.63M | 0.38% | 64 |
|