Amgen shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Amgen (AMGN) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Amgen
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Quarterly reported holdings in Amgen by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.1M | 3.8k | 288.02 |
| 2023-09-30 | $1.0M | 3.8k | 268.76 |
| 2023-06-30 | $915k | 4.1k | 222.02 |
| 2023-03-31 | $836k | 3.5k | 241.75 |
| 2022-12-31 | $783k | 3.0k | 262.64 |
| 2022-09-30 | $747k | 3.3k | 225.34 |
| 2022-06-30 | $693k | 2.8k | 243.41 |
| 2022-03-31 | $597k | 2.5k | 241.80 |
| 2021-12-31 | $360k | 1.6k | 225.00 |
| 2021-09-30 | $306k | 1.4k | 212.65 |
| 2021-06-30 | $331k | 1.4k | 243.56 |