Acorn Financial Advisory Services’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-764
| Closed | -$220K | – | 208 |
|
|
2023
Q4 | $220K | Sell |
764
-18
| -2% | -$5.18K | 0.04% | 231 |
|
|
2023
Q3 | $210K | Buy |
+782
| New | +$210K | 0.04% | 231 |
|
|
2021
Q3 | – | Sell |
-1,051
| Closed | -$256K | – | 213 |
|
|
2021
Q2 | $256K | Buy |
1,051
+68
| +7% | +$16.6K | 0.08% | 210 |
|
|
2021
Q1 | $245K | Hold |
983
| – | – | 0.09% | 181 |
|
|
2020
Q4 | $227K | Hold |
983
| – | – | 0.09% | 203 |
|
|
2020
Q3 | $250K | Buy |
983
+2
| +0.2% | +$509 | 0.13% | 180 |
|
|
2020
Q2 | $231K | Sell |
981
-118
| -11% | -$27.8K | 0.16% | 173 |
|
|
2020
Q1 | $222K | Sell |
1,099
-21
| -2% | -$4.24K | 0.22% | 142 |
|
|
2019
Q4 | $269K | Buy |
+1,120
| New | +$269K | 0.23% | 137 |
|