AmeriServ Wealth Advisors’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,822
| Closed | -$1.17M | – | 51 |
|
|
2022
Q1 | $1.17M | Hold |
4,822
| – | – | 0.85% | 23 |
|
|
2021
Q4 | $1.09M | Sell |
4,822
-30
| -0.6% | -$6.75K | 0.74% | 24 |
|
|
2021
Q3 | $1.03M | Sell |
4,852
-291
| -6% | -$61.9K | 0.8% | 24 |
|
|
2021
Q2 | $1.25M | Sell |
5,143
-580
| -10% | -$141K | 0.98% | 24 |
|
|
2021
Q1 | $1.42M | Sell |
5,723
-159
| -3% | -$39.6K | 1.22% | 16 |
|
|
2020
Q4 | $1.35M | Buy |
+5,882
| New | +$1.35M | 1.33% | 17 |
|
|
2019
Q3 | $1.29M | Sell |
6,717
-55
| -0.8% | -$10.6K | 1.76% | 10 |
|
|
2019
Q2 | $1.25M | Sell |
6,772
-112
| -2% | -$20.6K | 1.62% | 14 |
|
|
2019
Q1 | $1.31M | Sell |
6,884
-115
| -2% | -$21.9K | 2.73% | 11 |
|
|
2018
Q4 | $1.36M | Sell |
6,999
-875
| -11% | -$170K | 3.45% | 8 |
|
|
2018
Q3 | $1.63M | Buy |
7,874
+620
| +9% | +$128K | 2.04% | 10 |
|
|
2018
Q2 | $1.34M | Sell |
7,254
-678
| -9% | -$125K | 1.8% | 14 |
|
|
2018
Q1 | $1.36M | Buy |
7,932
+684
| +9% | +$117K | 1.53% | 14 |
|
|
2017
Q4 | $1.27M | Buy |
+7,248
| New | +$1.27M | 1.23% | 15 |
|
|
2016
Q4 | – | Sell |
-6,485
| Closed | -$1.08M | – | 33 |
|
|
2016
Q3 | $1.08M | Buy |
+6,485
| New | +$1.08M | 1.36% | 14 |
|
|
2015
Q3 | – | Sell |
-600
| Closed | -$92K | – | 65 |
|
|
2015
Q2 | $92K | Buy |
+600
| New | +$92K | 0.11% | 93 |
|