AO
Advisor OS’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Buy |
5,340
+322
| +6% | +$89.9K | 0.15% | 99 |
|
|
2025
Q1 | $1.56M | Buy |
5,018
+1,021
| +26% | +$318K | 0.18% | 79 |
|
|
2024
Q4 | $1.04M | Buy |
3,997
+1,031
| +35% | +$269K | 0.12% | 115 |
|
|
2024
Q3 | $956K | Buy |
2,966
+234
| +9% | +$75.4K | 0.1% | 157 |
|
|
2024
Q2 | $853K | Sell |
2,732
-350
| -11% | -$109K | 0.09% | 176 |
|
|
2024
Q1 | $876K | Buy |
3,082
+1,068
| +53% | +$304K | 0.1% | 180 |
|
|
2023
Q4 | $580K | Buy |
2,014
+780
| +63% | +$225K | 0.08% | 199 |
|
|
2023
Q3 | $332K | Buy |
1,234
+193
| +19% | +$51.9K | 0.05% | 222 |
|
|
2023
Q2 | $231K | Buy |
+1,041
| New | +$231K | 0.04% | 270 |
|
|
2020
Q4 | – | Sell |
-1,238
| Closed | -$315K | – | 140 |
|
|
2020
Q3 | $315K | Sell |
1,238
-939
| -43% | -$239K | 0.13% | 79 |
|
|
2020
Q2 | $513K | Buy |
+2,177
| New | +$513K | 0.31% | 65 |
|