AA
Addison Advisors’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $384K | Buy |
1,377
+173
| +14% | +$48.3K | 0.1% | 144 |
|
|
2025
Q1 | $375K | Buy |
1,204
+48
| +4% | +$15K | 0.1% | 134 |
|
|
2024
Q4 | $301K | Sell |
1,156
-43
| -4% | -$11.2K | 0.08% | 155 |
|
|
2024
Q3 | $386K | Buy |
1,199
+4
| +0.3% | +$1.29K | 0.11% | 135 |
|
|
2024
Q2 | $373K | Buy |
1,195
+19
| +2% | +$5.94K | 0.12% | 127 |
|
|
2024
Q1 | $334K | Hold |
1,176
| – | – | 0.11% | 135 |
|
|
2023
Q4 | $339K | Buy |
1,176
+659
| +127% | +$190K | 0.13% | 119 |
|
|
2023
Q3 | $139K | Sell |
517
-37
| -7% | -$9.94K | 0.06% | 203 |
|
|
2023
Q2 | $123K | Sell |
554
-28
| -5% | -$6.22K | 0.06% | 211 |
|
|
2023
Q1 | $141K | Sell |
582
-1
| -0.2% | -$242 | 0.08% | 176 |
|
|
2022
Q4 | $153K | Buy |
583
+15
| +3% | +$3.94K | 0.09% | 150 |
|
|
2022
Q3 | $128K | Buy |
568
+17
| +3% | +$3.83K | 0.08% | 163 |
|
|
2022
Q2 | $134K | Buy |
551
+20
| +4% | +$4.86K | 0.08% | 161 |
|
|
2022
Q1 | $128K | Sell |
531
-42
| -7% | -$10.1K | 0.07% | 183 |
|
|
2021
Q4 | $129K | Buy |
573
+134
| +31% | +$30.2K | 0.08% | 158 |
|
|
2021
Q3 | $93K | Buy |
439
+6
| +1% | +$1.27K | 0.07% | 134 |
|
|
2021
Q2 | $106K | Buy |
+433
| New | +$106K | 0.09% | 128 |
|
|
2020
Q4 | $100K | Buy |
+433
| New | +$100K | 0.1% | 126 |
|