XWM
Xcel Wealth Management’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $408K | Hold |
1,460
| – | – | 0.12% | 101 |
|
|
2025
Q1 | $455K | Hold |
1,460
| – | – | 0.14% | 96 |
|
|
2024
Q4 | $381K | Hold |
1,460
| – | – | 0.11% | 98 |
|
|
2024
Q3 | $470K | Hold |
1,460
| – | – | 0.14% | 86 |
|
|
2024
Q2 | $456K | Hold |
1,460
| – | – | 0.14% | 85 |
|
|
2024
Q1 | $415K | Hold |
1,460
| – | – | 0.13% | 89 |
|
|
2023
Q4 | $421K | Sell |
1,460
-50
| -3% | -$14.4K | 0.15% | 84 |
|
|
2023
Q3 | $406K | Sell |
1,510
-5,736
| -79% | -$1.54M | 0.16% | 83 |
|
|
2023
Q2 | $1.61M | Buy |
7,246
+41
| +0.6% | +$9.1K | 0.51% | 50 |
|
|
2023
Q1 | $1.74M | Buy |
7,205
+40
| +0.6% | +$9.67K | 0.61% | 47 |
|
|
2022
Q4 | $1.88M | Sell |
7,165
-73
| -1% | -$19.2K | 0.74% | 41 |
|
|
2022
Q3 | $1.63M | Buy |
7,238
+33
| +0.5% | +$7.44K | 0.61% | 46 |
|
|
2022
Q2 | $1.75M | Sell |
7,205
-866
| -11% | -$211K | 0.64% | 46 |
|
|
2022
Q1 | $1.95M | Sell |
8,071
-2,723
| -25% | -$659K | 0.54% | 54 |
|
|
2021
Q4 | $2.43M | Buy |
10,794
+65
| +0.6% | +$14.6K | 0.62% | 50 |
|
|
2021
Q3 | $2.28M | Buy |
10,729
+32
| +0.3% | +$6.81K | 0.66% | 45 |
|
|
2021
Q2 | $2.61M | Sell |
10,697
-207
| -2% | -$50.4K | 0.79% | 37 |
|
|
2021
Q1 | $2.71M | Buy |
10,904
+52
| +0.5% | +$12.9K | 0.97% | 32 |
|
|
2020
Q4 | $2.5M | Sell |
10,852
-45
| -0.4% | -$10.3K | 1.08% | 30 |
|
|
2020
Q3 | $2.77M | Sell |
10,897
-700
| -6% | -$178K | 1.42% | 24 |
|
|
2020
Q2 | $2.74M | Sell |
11,597
-300
| -3% | -$70.8K | 1.7% | 20 |
|
|
2020
Q1 | $2.41M | Sell |
11,897
-1,000
| -8% | -$203K | 2.17% | 16 |
|
|
2019
Q4 | $3.11M | Sell |
12,897
-335
| -3% | -$80.8K | 2.58% | 14 |
|
|
2019
Q3 | $2.56M | Sell |
13,232
-2,150
| -14% | -$416K | 2.37% | 14 |
|
|
2019
Q2 | $2.83M | Buy |
15,382
+1,045
| +7% | +$193K | 2.78% | 12 |
|
|
2019
Q1 | $2.72M | Sell |
14,337
-1,315
| -8% | -$250K | 2.81% | 11 |
|
|
2018
Q4 | $3.05M | Buy |
+15,652
| New | +$3.05M | 3.73% | 8 |
|