Adero Partners’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $372K | Buy |
1,193
+179
| +18% | +$55.8K | 0.02% | 151 |
|
|
2024
Q4 | $264K | Sell |
1,014
-70
| -6% | -$18.3K | 0.02% | 189 |
|
|
2024
Q3 | $349K | Sell |
1,084
-35
| -3% | -$11.3K | 0.02% | 155 |
|
|
2024
Q2 | $350K | Buy |
1,119
+353
| +46% | +$110K | 0.03% | 145 |
|
|
2024
Q1 | $218K | Sell |
766
-4
| -0.5% | -$1.14K | 0.02% | 181 |
|
|
2023
Q4 | $222K | Buy |
+770
| New | +$222K | 0.02% | 174 |
|
|
2023
Q1 | – | Sell |
-1,007
| Closed | -$265K | – | 163 |
|
|
2022
Q4 | $265K | Buy |
+1,007
| New | +$265K | 0.03% | 137 |
|
|
2021
Q3 | – | Sell |
-1,053
| Closed | -$257K | – | 145 |
|
|
2021
Q2 | $257K | Buy |
1,053
+36
| +4% | +$8.79K | 0.06% | 122 |
|
|
2021
Q1 | $253K | Buy |
+1,017
| New | +$253K | 0.11% | 103 |
|
|
2020
Q4 | – | Sell |
-881
| Closed | -$224K | – | 82 |
|
|
2020
Q3 | $224K | Sell |
881
-29
| -3% | -$7.37K | 0.18% | 76 |
|
|
2020
Q2 | $215K | Buy |
+910
| New | +$215K | 0.22% | 66 |
|