Advisory Research’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,313
| Closed | -$353K | – | 341 |
|
|
2023
Q3 | $353K | Sell |
1,313
-119
| -8% | -$32K | 0.05% | 341 |
|
|
2023
Q2 | $318K | Buy |
+1,432
| New | +$318K | 0.04% | 367 |
|
|
2021
Q1 | – | Sell |
-6,487
| Closed | -$1.49M | – | 340 |
|
|
2020
Q4 | $1.49M | Sell |
6,487
-562
| -8% | -$129K | 0.11% | 151 |
|
|
2020
Q3 | $1.79M | Sell |
7,049
-1,082
| -13% | -$275K | 0.17% | 111 |
|
|
2020
Q2 | $1.92M | Sell |
8,131
-1,621
| -17% | -$382K | 0.17% | 113 |
|
|
2020
Q1 | $1.98M | Buy |
9,752
+313
| +3% | +$63.5K | 0.14% | 86 |
|
|
2019
Q4 | $2.28M | Sell |
9,439
-559
| -6% | -$135K | 0.1% | 115 |
|
|
2019
Q3 | $1.94M | Sell |
9,998
-136
| -1% | -$26.3K | 0.09% | 125 |
|
|
2019
Q2 | $1.87M | Buy |
+10,134
| New | +$1.87M | 0.04% | 201 |
|
|
2017
Q3 | – | Sell |
-2,773
| Closed | -$478K | – | 429 |
|
|
2017
Q2 | $478K | Buy |
+2,773
| New | +$478K | 0.01% | 365 |
|
|
2014
Q2 | – | Sell |
-857
| Closed | -$106K | – | 342 |
|
|
2014
Q1 | $106K | Buy |
+857
| New | +$106K | ﹤0.01% | 340 |
|