9258 Wealth Management’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $637K | Buy |
1,976
+997
| +102% | +$321K | 0.09% | 173 |
|
|
2024
Q2 | $306K | Buy |
979
+1
| +0.1% | +$312 | 0.05% | 264 |
|
|
2024
Q1 | $278K | Sell |
978
-187
| -16% | -$53.2K | 0.04% | 276 |
|
|
2023
Q4 | $336K | Buy |
1,165
+12
| +1% | +$3.46K | 0.06% | 236 |
|
|
2023
Q3 | $310K | Sell |
1,153
-2
| -0.2% | -$537 | 0.06% | 239 |
|
|
2023
Q2 | $256K | Buy |
1,155
+35
| +3% | +$7.77K | 0.05% | 270 |
|
|
2023
Q1 | $271K | Buy |
1,120
+287
| +34% | +$69.4K | 0.05% | 261 |
|
|
2022
Q4 | $219K | Buy |
+833
| New | +$219K | 0.05% | 293 |
|
|
2022
Q3 | – | Sell |
-1,047
| Closed | -$255K | – | 322 |
|
|
2022
Q2 | $255K | Buy |
1,047
+124
| +13% | +$30.2K | 0.07% | 281 |
|
|
2022
Q1 | $223K | Sell |
923
-16
| -2% | -$3.87K | 0.05% | 329 |
|
|
2021
Q4 | $211K | Buy |
+939
| New | +$211K | 0.05% | 341 |
|
|
2021
Q2 | – | Sell |
-881
| Closed | -$219K | – | 352 |
|
|
2021
Q1 | $219K | Sell |
881
-39
| -4% | -$9.7K | 0.07% | 294 |
|
|
2020
Q4 | $212K | Sell |
920
-5
| -0.5% | -$1.15K | 0.07% | 279 |
|
|
2020
Q3 | $201K | Buy |
+925
| New | +$201K | 0.08% | 271 |
|