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Ropes Wealth Advisors LLC

SEC CIK
0001641652
Latest filing
Oct 19, 2023

AMGN holding history

Amgen Inc in every 13F filed by Ropes Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AMGN overviewAll 13F holders of AMGNFull Q3 2023 holdings

Shares (Q3 2023)
7,758
Value
$2.09M
% of portfolio
0.4%
Quarters held
11
Since Q1 2021
Holdings of AMGN by Ropes Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20237,758$2.09M0.4%−94−1.2%ReducedHolders
Q2 20237,852$1.74M0.3%+314+4.2%AddedHolders
Q1 20237,538$1.82M0.3%−134−1.7%ReducedHolders
Q4 20227,672$2.01M0.4%+1,397+22.3%AddedHolders
Q3 20226,275$1.41M0.3%+213+3.5%AddedHolders
Q2 20226,062$1.48M0.3%−89−1.4%ReducedHolders
Q1 20226,151$1.49M0.3%−300−4.7%ReducedHolders
Q4 20216,451$1.45M0.3%−554−7.9%ReducedHolders
Q3 20217,005$1.49M0.2%−323−4.4%ReducedHolders
Q2 20217,328$1.79M0.3%−65−0.9%ReducedHolders
Q1 20217,393$1.86M0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.