WR Wealth Planners’s Amgen AMGN Stock Holding History

WR Wealth Planners’s Portfolio AMGN Stock Details AMGN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$105K	Buy	401 +27	+7%	+$8.01K	0.03%	230
2024 Q3	$121K	Buy	374 +46	+14%	+$15K	0.03%	243
2024 Q2	$102K	Sell	328 -25	-7%	-$7.34K	0.03%	252
2024 Q1	$100K	Buy	+353	New	+$103K	0.03%	255
2023 Q4	–	Sell	-334	Closed	-$89.8K	–	213
2023 Q3	$89.8K	Hold	334	–	–	0.03%	256
2023 Q2	$74.2K	Buy	334 +60	+22%	+$13.9K	0.03%	274
2023 Q1	$66.3K	Buy	274 +74	+37%	+$18.2K	0.03%	284
2022 Q4	$52.5K	Sell	200 -12	-6%	-$3.22K	0.03%	169
2022 Q3	$47.8K	Buy	212 +12	+6%	+$2.91K	0.03%	164
2022 Q2	$48.7K	Hold	200	–	–	0.03%	174
2022 Q1	$48.4K	Buy	+200	New	+$46K	0.03%	174

Other funds holding AMGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WR Wealth Planners's AMGN Position: Q4 2024 in Review

WR Wealth Planners increased its Amgen (AMGN) stake by 7.2% in Q4 2024, buying an estimated $8.01K and bringing the position to 401 shares worth $105K. The position accounts for 0.03% of the portfolio, ranked #230.

WR Wealth Planners first reported a position in AMGN in Q1 2022 and has held it in 11 quarters since. The position peaked at $121K in Q3 2024. 2,856 funds tracked by Wall St. Rank hold AMGN as of Q4 2024.

WR Wealth Planners held 401 shares of Amgen worth $105K as of Q4 2024.
WR Wealth Planners bought 27 Amgen shares in Q4 2024, an estimated $8.01K.
Amgen made up 0.03% of WR Wealth Planners's portfolio in Q4 2024, its #230 holding.
WR Wealth Planners first reported a position in Amgen in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Amgen position peaked at $121K in Q3 2024.
2,856 funds tracked by Wall St. Rank held Amgen as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.