WP
WMS Partners’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,594
| Closed | -$415K | – | 12 |
|
|
2024
Q4 | $415K | Sell |
1,594
-87
| -5% | -$22.7K | 0.02% | 208 |
|
|
2024
Q3 | $542K | Buy |
1,681
+45
| +3% | +$14.5K | 0.03% | 169 |
|
|
2024
Q2 | $511K | Sell |
1,636
-37
| -2% | -$11.6K | 0.03% | 151 |
|
|
2024
Q1 | $476K | Buy |
1,673
+20
| +1% | +$5.69K | 0.03% | 166 |
|
|
2023
Q4 | $476K | Buy |
1,653
+5
| +0.3% | +$1.44K | 0.04% | 164 |
|
|
2023
Q3 | $443K | Sell |
1,648
-58
| -3% | -$15.6K | 0.04% | 162 |
|
|
2023
Q2 | $379K | Sell |
1,706
-78
| -4% | -$17.3K | 0.03% | 187 |
|
|
2023
Q1 | $431K | Buy |
1,784
+22
| +1% | +$5.32K | 0.04% | 168 |
|
|
2022
Q4 | $463K | Buy |
1,762
+50
| +3% | +$13.1K | 0.05% | 162 |
|
|
2022
Q3 | $386K | Buy |
1,712
+23
| +1% | +$5.19K | 0.05% | 161 |
|
|
2022
Q2 | $411K | Buy |
1,689
+13
| +0.8% | +$3.16K | 0.06% | 153 |
|
|
2022
Q1 | $405K | Buy |
1,676
+328
| +24% | +$79.3K | 0.06% | 158 |
|
|
2021
Q4 | $303K | Buy |
1,348
+222
| +20% | +$49.9K | 0.06% | 154 |
|
|
2021
Q3 | $239K | Sell |
1,126
-11
| -1% | -$2.34K | 0.04% | 239 |
|
|
2021
Q2 | $277K | Sell |
1,137
-82
| -7% | -$20K | 0.04% | 210 |
|
|
2021
Q1 | $303K | Sell |
1,219
-148
| -11% | -$36.8K | 0.07% | 171 |
|
|
2020
Q4 | $314K | Buy |
1,367
+110
| +9% | +$25.3K | 0.05% | 176 |
|
|
2020
Q3 | $319K | Buy |
1,257
+56
| +5% | +$14.2K | 0.06% | 163 |
|
|
2020
Q2 | $283K | Hold |
1,201
| – | – | 0.06% | 168 |
|
|
2020
Q1 | $243K | Buy |
1,201
+172
| +17% | +$34.8K | 0.07% | 157 |
|
|
2019
Q4 | $248K | Sell |
1,029
-98
| -9% | -$23.6K | 0.06% | 192 |
|
|
2019
Q3 | $218K | Sell |
1,127
-3,803
| -77% | -$736K | 0.05% | 203 |
|
|
2019
Q2 | $909K | Sell |
4,930
-598
| -11% | -$110K | 0.22% | 63 |
|
|
2019
Q1 | $1.05M | Buy |
5,528
+200
| +4% | +$38K | 0.26% | 56 |
|
|
2018
Q4 | $1.04M | Sell |
5,328
-290
| -5% | -$56.4K | 0.29% | 52 |
|
|
2018
Q3 | $1.17M | Sell |
5,618
-40
| -0.7% | -$8.3K | 0.13% | 71 |
|
|
2018
Q2 | $1.04M | Sell |
5,658
-580
| -9% | -$107K | 0.12% | 75 |
|
|
2018
Q1 | $1.06M | Hold |
6,238
| – | – | 0.13% | 75 |
|
|
2017
Q4 | $1.09M | Buy |
6,238
+7
| +0.1% | +$1.22K | 0.12% | 76 |
|
|
2017
Q3 | $1.16M | Sell |
6,231
-88
| -1% | -$16.4K | 0.14% | 75 |
|
|
2017
Q2 | $1.09M | Buy |
6,319
+33
| +0.5% | +$5.68K | 0.13% | 75 |
|
|
2017
Q1 | $1.03M | Hold |
6,286
| – | – | 0.13% | 75 |
|
|
2016
Q4 | $919K | Sell |
6,286
-168
| -3% | -$24.6K | 0.12% | 77 |
|
|
2016
Q3 | $1.08M | Buy |
6,454
+93
| +1% | +$15.5K | 0.14% | 72 |
|
|
2016
Q2 | $968K | Sell |
6,361
-412
| -6% | -$62.7K | 0.13% | 75 |
|
|
2016
Q1 | $1.02M | Hold |
6,773
| – | – | 0.14% | 78 |
|
|
2015
Q4 | $1.1M | Hold |
6,773
| – | – | 0.16% | 74 |
|
|
2015
Q3 | $937K | Sell |
6,773
-330
| -5% | -$45.7K | 0.14% | 78 |
|
|
2015
Q2 | $1.09M | Sell |
7,103
-139
| -2% | -$21.3K | 0.13% | 114 |
|
|
2015
Q1 | $1.16M | Buy |
7,242
+923
| +15% | +$148K | 0.14% | 108 |
|
|
2014
Q4 | $1.01M | Sell |
6,319
-72
| -1% | -$11.5K | 0.15% | 83 |
|
|
2014
Q3 | $898K | Hold |
6,391
| – | – | 0.14% | 92 |
|
|
2014
Q2 | $757K | Sell |
6,391
-113
| -2% | -$13.4K | 0.12% | 105 |
|
|
2014
Q1 | $802K | Buy |
6,504
+325
| +5% | +$40.1K | 0.13% | 98 |
|
|
2013
Q4 | $705K | Buy |
6,179
+137
| +2% | +$15.6K | 0.12% | 96 |
|
|
2013
Q3 | $676K | Hold |
6,042
| – | – | 0.13% | 87 |
|
|
2013
Q2 | $596K | Buy |
+6,042
| New | +$596K | 0.11% | 99 |
|