WAM
Worth Asset Management’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,027
| Closed | -$331K | – | 143 |
|
|
2024
Q3 | $331K | Buy |
+1,027
| New | +$331K | 0.18% | 93 |
|
|
2023
Q3 | – | Sell |
-20
| Closed | -$4.44K | – | 107 |
|
|
2023
Q2 | $4.44K | Hold |
20
| – | – | ﹤0.01% | 367 |
|
|
2023
Q1 | $4.84K | Sell |
20
-8
| -29% | -$1.93K | ﹤0.01% | 381 |
|
|
2022
Q4 | $7.35K | Sell |
28
-4
| -13% | -$1.05K | 0.01% | 330 |
|
|
2022
Q3 | $8K | Sell |
32
-5,715
| -99% | -$1.43M | 0.01% | 294 |
|
|
2022
Q2 | $1.4M | Buy |
5,747
+5,289
| +1,155% | +$1.29M | 0.96% | 20 |
|
|
2022
Q1 | $112K | Buy |
+458
| New | +$112K | 0.07% | 115 |
|