Avantax Planning Partners’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.14M | Buy |
29,147
+2,488
| +9% | +$695K | 0.26% | 68 |
|
|
2025
Q1 | $8.31M | Buy |
26,659
+255
| +1% | +$79.4K | 0.29% | 62 |
|
|
2024
Q4 | $6.88M | Buy |
26,404
+702
| +3% | +$183K | 0.25% | 66 |
|
|
2024
Q3 | $8.28M | Buy |
25,702
+1,804
| +8% | +$581K | 0.3% | 59 |
|
|
2024
Q2 | $7.47M | Buy |
23,898
+30
| +0.1% | +$9.37K | 0.24% | 71 |
|
|
2024
Q1 | $6.79M | Buy |
23,868
+11,017
| +86% | +$3.13M | 0.22% | 73 |
|
|
2023
Q4 | $3.7M | Sell |
12,851
-376
| -3% | -$108K | 0.14% | 78 |
|
|
2023
Q3 | $3.55M | Sell |
13,227
-521
| -4% | -$140K | 0.15% | 74 |
|
|
2023
Q2 | $3.05M | Buy |
13,748
+94
| +0.7% | +$20.9K | 0.12% | 85 |
|
|
2023
Q1 | $3.3M | Sell |
13,654
-303
| -2% | -$73.3K | 0.13% | 79 |
|
|
2022
Q4 | $3.67M | Sell |
13,957
-242
| -2% | -$63.6K | 0.15% | 74 |
|
|
2022
Q3 | $3.2M | Buy |
14,199
+1,235
| +10% | +$278K | 0.14% | 76 |
|
|
2022
Q2 | $3.15M | Buy |
12,964
+636
| +5% | +$155K | 0.13% | 81 |
|
|
2022
Q1 | $2.98M | Buy |
12,328
+7,837
| +175% | +$1.9M | 0.12% | 80 |
|
|
2021
Q4 | $1.01M | Sell |
4,491
-44
| -1% | -$9.9K | 0.04% | 158 |
|
|
2021
Q3 | $964K | Sell |
4,535
-454
| -9% | -$96.5K | 0.04% | 143 |
|
|
2021
Q2 | $1.22M | Sell |
4,989
-156
| -3% | -$38K | 0.06% | 121 |
|
|
2021
Q1 | $1.28M | Sell |
5,145
-547
| -10% | -$136K | 0.07% | 116 |
|
|
2020
Q4 | $1.31M | Sell |
5,692
-421
| -7% | -$96.8K | 0.07% | 113 |
|
|
2020
Q3 | $1.55M | Sell |
6,113
-115
| -2% | -$29.2K | 0.08% | 99 |
|
|
2020
Q2 | $1.47M | Buy |
6,228
+905
| +17% | +$213K | 0.08% | 99 |
|
|
2020
Q1 | $1.08M | Buy |
5,323
+749
| +16% | +$152K | 0.08% | 104 |
|
|
2019
Q4 | $1.1M | Sell |
4,574
-137
| -3% | -$33K | 0.06% | 106 |
|
|
2019
Q3 | $912K | Sell |
4,711
-92
| -2% | -$17.8K | 0.06% | 114 |
|
|
2019
Q2 | $875K | Buy |
4,803
+12
| +0.3% | +$2.19K | 0.06% | 113 |
|
|
2019
Q1 | $910K | Buy |
4,791
+232
| +5% | +$44.1K | 0.06% | 108 |
|
|
2018
Q4 | $887K | Buy |
4,559
+1,048
| +30% | +$204K | 0.07% | 105 |
|
|
2018
Q3 | $728K | Sell |
3,511
-933
| -21% | -$193K | 0.06% | 106 |
|
|
2018
Q2 | $821K | Sell |
4,444
-578
| -12% | -$107K | 0.07% | 95 |
|
|
2018
Q1 | $856K | Sell |
5,022
-69
| -1% | -$11.8K | 0.07% | 112 |
|
|
2017
Q4 | $885K | Sell |
5,091
-837
| -14% | -$146K | 0.08% | 109 |
|
|
2017
Q3 | $1.11M | Buy |
5,928
+538
| +10% | +$100K | 0.09% | 107 |
|
|
2017
Q2 | $928K | Buy |
5,390
+63
| +1% | +$10.8K | 0.08% | 115 |
|
|
2017
Q1 | $874K | Buy |
5,327
+239
| +5% | +$39.2K | 0.08% | 120 |
|
|
2016
Q4 | $744K | Buy |
+5,088
| New | +$744K | 0.08% | 123 |
|