Alan B. Lancz & Associates’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.88M | Hold |
10,330
| – | – | 2.89% | 7 |
|
|
2025
Q1 | $3.22M | Sell |
10,330
-300
| -3% | -$93.5K | 3.43% | 5 |
|
|
2024
Q4 | $2.77M | Sell |
10,630
-1,350
| -11% | -$352K | 2.81% | 7 |
|
|
2024
Q3 | $3.86M | Sell |
11,980
-50
| -0.4% | -$16.1K | 3.54% | 5 |
|
|
2024
Q2 | $3.76M | Buy |
+12,030
| New | +$3.76M | 3.72% | 6 |
|
|
2023
Q4 | $3.36M | Sell |
11,675
-100
| -0.8% | -$28.8K | 3.53% | 5 |
|
|
2023
Q3 | $3.16M | Sell |
11,775
-100
| -0.8% | -$26.9K | 3.6% | 5 |
|
|
2023
Q2 | $2.64M | Buy |
11,875
+500
| +4% | +$111K | 2.82% | 6 |
|
|
2023
Q1 | $2.75M | Buy |
11,375
+250
| +2% | +$60.4K | 2.85% | 5 |
|
|
2022
Q4 | $3.02M | Hold |
11,125
| – | – | 3.05% | 3 |
|
|
2022
Q3 | $2.51M | Hold |
11,125
| – | – | 2.98% | 5 |
|
|
2022
Q2 | $2.75M | Sell |
11,125
-475
| -4% | -$118K | 2.72% | 5 |
|
|
2022
Q1 | $2.81M | Hold |
11,600
| – | – | 2.48% | 7 |
|
|
2021
Q4 | $2.61M | Buy |
+11,600
| New | +$2.61M | 2.28% | 8 |
|