Number of Shares
13,201.00
Current Holdings Value*
$4.11 Mil
% of Portfolio
2.19%
Total Estimate Gain
$235,484.72
% of Total Estimate Gain
5.59%

Lodestone Wealth Management LLC's Amgen Inc Holding Summary

As of 2025-03-31, Lodestone Wealth Management LLC held 13,201.00 shares of Amgen Inc(AMGN), totaling $4.11 Mil. This investment constitutes 2.19% of their stock portfolio, and Lodestone Wealth Management LLC now holds 0% of the outstanding Amgen Inc(AMGN) stock.

The initial trade took place in 2022Q4. And since then Lodestone Wealth Management LLC has made 4 purchases of AMGN, at an average price of $265.49, for a total of 15,854.00 shares. In addition, there have been 5 sales at an average price of $280.33 for 2,653.00 shares. Based on historical transaction data and AMGN's current price of $280.35, Lodestone Wealth Management LLC's estimated gain on his AMGN holdings is $235,484.72, reflecting a 5.59% gain to date.

Lodestone Wealth Management LLC AMGN ($280.35) Holding Chart

Lodestone Wealth Management LLC AMGN ($280.35) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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