APC
Asset Planning Corporation’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Hold |
758
| – | – | 0.11% | 43 |
|
|
2025
Q1 | $236K | Buy |
+758
| New | +$236K | 0.14% | 39 |
|
|
2024
Q4 | – | Sell |
-758
| Closed | -$244K | – | 44 |
|
|
2024
Q3 | $244K | Hold |
758
| – | – | 0.16% | 41 |
|
|
2024
Q2 | $237K | Sell |
758
-225
| -23% | -$70.3K | 0.18% | 39 |
|
|
2024
Q1 | $279K | Sell |
983
-225
| -19% | -$64K | 0.2% | 36 |
|
|
2023
Q4 | $348K | Hold |
1,208
| – | – | 0.27% | 28 |
|
|
2023
Q3 | $325K | Hold |
1,208
| – | – | 0.25% | 30 |
|
|
2023
Q2 | $268K | Hold |
1,208
| – | – | 0.2% | 30 |
|
|
2023
Q1 | $292K | Hold |
1,208
| – | – | 0.23% | 28 |
|
|
2022
Q4 | $317K | Buy |
+1,208
| New | +$317K | 0.26% | 27 |
|
|
2021
Q1 | – | Sell |
-470
| Closed | -$108K | – | 35 |
|
|
2020
Q4 | $108K | Buy |
+470
| New | +$108K | 0.11% | 38 |
|