9258 Wealth Management’s Amgen AMGN Stock Holding History

9258 Wealth Management’s Portfolio AMGN Stock Details AMGN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$637K	Buy	1,976 +997	+102%	+$326K	0.09%	173
2024 Q2	$306K	Buy	979 +1	+0.1%	+$294	0.05%	264
2024 Q1	$278K	Sell	978 -187	-16%	-$54.7K	0.04%	276
2023 Q4	$336K	Buy	1,165 +12	+1%	+$3.27K	0.06%	236
2023 Q3	$310K	Sell	1,153 -2	-0.2%	-$499	0.06%	239
2023 Q2	$256K	Buy	1,155 +35	+3%	+$8.12K	0.05%	270
2023 Q1	$271K	Buy	1,120 +287	+34%	+$70.5K	0.05%	261
2022 Q4	$219K	Buy	+833	New	+$223K	0.05%	293
2022 Q3	–	Sell	-1,047	Closed	-$255K	–	322
2022 Q2	$255K	Buy	1,047 +124	+13%	+$30.4K	0.07%	281
2022 Q1	$223K	Sell	923 -16	-2%	-$3.68K	0.05%	329
2021 Q4	$211K	Buy	+939	New	+$198K	0.05%	341
2021 Q2	–	Sell	-881	Closed	-$219K	–	352
2021 Q1	$219K	Sell	881 -39	-4%	-$9.31K	0.07%	294
2020 Q4	$212K	Sell	920 -5	-0.5%	-$1.15K	0.07%	279
2020 Q3	$201K	Buy	+925	New	+$229K	0.08%	271

Other funds holding AMGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

9258 Wealth Management's AMGN Position: Q3 2024 in Review

9258 Wealth Management increased its Amgen (AMGN) stake by 102% in Q3 2024, buying an estimated $326K and bringing the position to 1,976 shares worth $637K. The position accounts for 0.09% of the portfolio, ranked #173.

9258 Wealth Management first reported a position in AMGN in Q3 2020 and has held it in 14 quarters since. 2,823 funds tracked by Wall St. Rank hold AMGN as of Q3 2024.

9258 Wealth Management held 1,976 shares of Amgen worth $637K as of Q3 2024.
9258 Wealth Management bought 997 Amgen shares in Q3 2024, an estimated $326K.
Amgen made up 0.09% of 9258 Wealth Management's portfolio in Q3 2024, its #173 holding.
9258 Wealth Management first reported a position in Amgen in Q3 2020 and has held it in 14 quarters since.
2,823 funds tracked by Wall St. Rank held Amgen as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.