WLIM
White Lighthouse Investment Management’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $955K | Sell |
3,419
-12
| -0.3% | -$3.35K | 0.16% | 71 |
|
|
2025
Q1 | $1.07M | Buy |
3,431
+98
| +3% | +$30.5K | 0.19% | 67 |
|
|
2024
Q4 | $869K | Buy |
3,333
+1
| +0% | +$261 | 0.15% | 69 |
|
|
2024
Q3 | $1.07M | Hold |
3,332
| – | – | 0.19% | 65 |
|
|
2024
Q2 | $1.04M | Buy |
3,332
+100
| +3% | +$31.2K | 0.2% | 64 |
|
|
2024
Q1 | $919K | Sell |
3,232
-68
| -2% | -$19.3K | 0.19% | 67 |
|
|
2023
Q4 | $950K | Buy |
3,300
+55
| +2% | +$15.8K | 0.21% | 65 |
|
|
2023
Q3 | $872K | Buy |
3,245
+1,800
| +125% | +$484K | 0.21% | 67 |
|
|
2023
Q2 | $321K | Hold |
1,445
| – | – | 0.08% | 97 |
|
|
2023
Q1 | $349K | Hold |
1,445
| – | – | 0.09% | 90 |
|
|
2022
Q4 | $380K | Hold |
1,445
| – | – | 0.1% | 87 |
|
|
2022
Q3 | $326K | Hold |
1,445
| – | – | 0.09% | 88 |
|
|
2022
Q2 | $352K | Sell |
1,445
-51
| -3% | -$12.4K | 0.1% | 86 |
|
|
2022
Q1 | $362K | Hold |
1,496
| – | – | 0.09% | 86 |
|
|
2021
Q4 | $337K | Buy |
1,496
+61
| +4% | +$13.7K | 0.08% | 90 |
|
|
2021
Q3 | $305K | Sell |
1,435
-35
| -2% | -$7.44K | 0.08% | 92 |
|
|
2021
Q2 | $358K | Sell |
1,470
-30
| -2% | -$7.31K | 0.1% | 89 |
|
|
2021
Q1 | $373K | Hold |
1,500
| – | – | 0.11% | 85 |
|
|
2020
Q4 | $345K | Hold |
1,500
| – | – | 0.11% | 88 |
|
|
2020
Q3 | $381K | Hold |
1,500
| – | – | 0.13% | 84 |
|
|
2020
Q2 | $354K | Hold |
1,500
| – | – | 0.13% | 88 |
|
|
2020
Q1 | $304K | Hold |
1,500
| – | – | 0.13% | 92 |
|
|
2019
Q4 | $362K | Hold |
1,500
| – | – | 0.13% | 94 |
|
|
2019
Q3 | $290K | Buy |
1,500
+100
| +7% | +$19.3K | 0.12% | 108 |
|
|
2019
Q2 | $258K | Buy |
+1,400
| New | +$258K | 0.11% | 113 |
|
|
2019
Q1 | – | Sell |
-1,895
| Closed | -$369K | – | 124 |
|
|
2018
Q4 | $369K | Buy |
1,895
+100
| +6% | +$19.5K | 0.2% | 82 |
|
|
2018
Q3 | $372K | Sell |
1,795
-75
| -4% | -$15.5K | 0.19% | 81 |
|
|
2018
Q2 | $345K | Sell |
1,870
-75
| -4% | -$13.8K | 0.19% | 85 |
|
|
2018
Q1 | $332K | Hold |
1,945
| – | – | 0.19% | 89 |
|
|
2017
Q4 | $338K | Buy |
+1,945
| New | +$338K | 0.19% | 90 |
|