WR Wealth Planners’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $105K | Buy |
401
+27
| +7% | +$7.04K | 0.03% | 230 |
|
2024
Q3 | $121K | Buy |
374
+46
| +14% | +$14.8K | 0.03% | 243 |
|
2024
Q2 | $102K | Sell |
328
-25
| -7% | -$7.81K | 0.03% | 252 |
|
2024
Q1 | $100K | Buy |
+353
| New | +$100K | 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% | +$13.3K | 0.03% | 274 |
|
2023
Q1 | $66.3K | Buy |
274
+74
| +37% | +$17.9K | 0.03% | 284 |
|
2022
Q4 | $52.5K | Sell |
200
-12
| -6% | -$3.15K | 0.03% | 169 |
|
2022
Q3 | $47.8K | Buy |
212
+12
| +6% | +$2.71K | 0.03% | 164 |
|
2022
Q2 | $48.7K | Hold |
200
| – | – | 0.03% | 174 |
|
2022
Q1 | $48.4K | Buy |
+200
| New | +$48.4K | 0.03% | 174 |
|