AAS
Annex Advisory Services’s Amgen AMGN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.14M | Buy |
11,230
+85
| +0.8% | +$23.7K | 0.08% | 112 |
|
2025
Q1 | $3.47M | Sell |
11,145
-4,623
| -29% | -$1.44M | 0.1% | 97 |
|
2024
Q4 | $4.11M | Sell |
15,768
-2,027
| -11% | -$528K | 0.12% | 93 |
|
2024
Q3 | $5.73M | Sell |
17,795
-336
| -2% | -$108K | 0.18% | 81 |
|
2024
Q2 | $5.66M | Buy |
18,131
+3,040
| +20% | +$950K | 0.2% | 77 |
|
2024
Q1 | $4.29M | Buy |
15,091
+285
| +2% | +$81K | 0.15% | 83 |
|
2023
Q4 | $4.26M | Buy |
+14,806
| New | +$4.26M | 0.18% | 82 |
|
2023
Q1 | – | Sell |
-876
| Closed | -$230K | – | 244 |
|
2022
Q4 | $230K | Buy |
+876
| New | +$230K | 0.01% | 221 |
|
2022
Q3 | – | Sell |
-854
| Closed | -$208K | – | 241 |
|
2022
Q2 | $208K | Buy |
+854
| New | +$208K | 0.02% | 236 |
|
2021
Q4 | – | Sell |
-944
| Closed | -$201K | – | 251 |
|
2021
Q3 | $201K | Sell |
944
-13,457
| -93% | -$2.87M | 0.02% | 204 |
|
2021
Q2 | $3.51M | Buy |
14,401
+657
| +5% | +$160K | 0.28% | 59 |
|
2021
Q1 | $3.42M | Buy |
13,744
+764
| +6% | +$190K | 0.33% | 56 |
|
2020
Q4 | $2.98M | Buy |
12,980
+681
| +6% | +$157K | 0.29% | 54 |
|
2020
Q3 | $3.13M | Buy |
12,299
+20
| +0.2% | +$5.08K | 0.4% | 30 |
|
2020
Q2 | $2.9M | Buy |
12,279
+623
| +5% | +$147K | 0.4% | 29 |
|
2020
Q1 | $2.36M | Buy |
11,656
+1,021
| +10% | +$207K | 0.33% | 32 |
|
2019
Q4 | $2.56M | Buy |
10,635
+421
| +4% | +$101K | 0.31% | 42 |
|
2019
Q3 | $1.98M | Buy |
10,214
+268
| +3% | +$51.9K | 0.27% | 46 |
|
2019
Q2 | $1.83M | Sell |
9,946
-65
| -0.6% | -$12K | 0.26% | 45 |
|
2019
Q1 | $1.9M | Sell |
10,011
-146
| -1% | -$27.7K | 0.29% | 40 |
|
2018
Q4 | $1.98M | Buy |
10,157
+678
| +7% | +$132K | 0.31% | 43 |
|
2018
Q3 | $1.97M | Buy |
9,479
+457
| +5% | +$94.7K | 0.3% | 44 |
|
2018
Q2 | $1.67M | Buy |
9,022
+575
| +7% | +$106K | 0.28% | 42 |
|
2018
Q1 | $1.44M | Buy |
8,447
+897
| +12% | +$153K | 0.26% | 44 |
|
2017
Q4 | $1.31M | Buy |
7,550
+398
| +6% | +$69.2K | 0.25% | 43 |
|
2017
Q3 | $1.33M | Buy |
7,152
+367
| +5% | +$68.4K | 0.27% | 33 |
|
2017
Q2 | $1.17M | Buy |
6,785
+1,022
| +18% | +$176K | 0.26% | 33 |
|
2017
Q1 | $946K | Sell |
5,763
-1,127
| -16% | -$185K | 0.24% | 36 |
|
2016
Q4 | $1.01M | Buy |
6,890
+2,276
| +49% | +$333K | 0.24% | 32 |
|
2016
Q3 | $770K | Sell |
4,614
-88
| -2% | -$14.7K | 0.2% | 40 |
|
2016
Q2 | $715K | Buy |
4,702
+96
| +2% | +$14.6K | 0.19% | 43 |
|
2016
Q1 | $691K | Sell |
4,606
-63
| -1% | -$9.45K | 0.2% | 43 |
|
2015
Q4 | $758K | Buy |
4,669
+339
| +8% | +$55K | 0.22% | 32 |
|
2015
Q3 | $599K | Buy |
4,330
+928
| +27% | +$128K | 0.19% | 36 |
|
2015
Q2 | $522K | Buy |
3,402
+847
| +33% | +$130K | 0.17% | 38 |
|
2015
Q1 | $408K | Buy |
2,555
+577
| +29% | +$92.1K | 0.13% | 49 |
|
2014
Q4 | $315K | Buy |
+1,978
| New | +$315K | 0.1% | 66 |
|