Alpha Family Trust’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.3M | Hold |
4,670
| – | – | 0.65% | 22 |
|
2025
Q1 | $1.45M | Buy |
4,670
+750
| +19% | +$234K | 0.85% | 17 |
|
2024
Q4 | $1.02M | Hold |
3,920
| – | – | 0.57% | 26 |
|
2024
Q3 | $1.26M | Hold |
3,920
| – | – | 0.71% | 20 |
|
2024
Q2 | $1.22M | Hold |
3,920
| – | – | 0.72% | 20 |
|
2024
Q1 | $1.11M | Hold |
3,920
| – | – | 0.67% | 27 |
|
2023
Q4 | $1.13M | Hold |
3,920
| – | – | 0.76% | 23 |
|
2023
Q3 | $1.05M | Hold |
3,920
| – | – | 0.8% | 18 |
|
2023
Q2 | $870K | Buy |
+3,920
| New | +$870K | 0.61% | 26 |
|
2023
Q1 | – | Sell |
-3,210
| Closed | -$843K | – | 122 |
|
2022
Q4 | $843K | Buy |
+3,210
| New | +$843K | 0.76% | 21 |
|
2022
Q3 | – | Sell |
-920
| Closed | -$224K | – | 47 |
|
2022
Q2 | $224K | Buy |
+920
| New | +$224K | 0.14% | 46 |
|