Avitas Wealth Management’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,385
| Closed | -$2.7M | – | 192 |
|
|
2024
Q3 | $2.7M | Buy |
8,385
+151
| +2% | +$48.7K | 0.38% | 68 |
|
|
2024
Q2 | $2.57M | Buy |
8,234
+1,839
| +29% | +$575K | 0.38% | 67 |
|
|
2024
Q1 | $1.82M | Buy |
+6,395
| New | +$1.82M | 0.28% | 92 |
|
|
2023
Q3 | – | Sell |
-2,054
| Closed | -$456K | – | 203 |
|
|
2023
Q2 | $456K | Sell |
2,054
-33
| -2% | -$7.33K | 0.08% | 160 |
|
|
2023
Q1 | $505K | Sell |
2,087
-1,455
| -41% | -$352K | 0.1% | 155 |
|
|
2022
Q4 | $930K | Sell |
3,542
-8
| -0.2% | -$2.1K | 0.2% | 117 |
|
|
2022
Q3 | $800K | Buy |
3,550
+15
| +0.4% | +$3.38K | 0.18% | 121 |
|
|
2022
Q2 | $860K | Sell |
3,535
-82
| -2% | -$19.9K | 0.19% | 126 |
|
|
2022
Q1 | $875K | Buy |
+3,617
| New | +$875K | 0.16% | 134 |
|
|
2020
Q2 | – | Sell |
-11,317
| Closed | -$2.29M | – | 171 |
|
|
2020
Q1 | $2.29M | Sell |
11,317
-2,695
| -19% | -$546K | 1.04% | 32 |
|
|
2019
Q4 | $3.38M | Buy |
14,012
+148
| +1% | +$35.7K | 0.87% | 50 |
|
|
2019
Q3 | $2.68M | Buy |
13,864
+2,464
| +22% | +$477K | 0.74% | 62 |
|
|
2019
Q2 | $2.1M | Sell |
11,400
-130
| -1% | -$24K | 0.58% | 81 |
|
|
2019
Q1 | $2.19M | Buy |
11,530
+47
| +0.4% | +$8.93K | 0.64% | 72 |
|
|
2018
Q4 | $2.24M | Sell |
11,483
-50
| -0.4% | -$9.73K | 0.73% | 66 |
|
|
2018
Q3 | $2.39M | Buy |
11,533
+267
| +2% | +$55.4K | 0.68% | 68 |
|
|
2018
Q2 | $2.08M | Buy |
+11,266
| New | +$2.08M | 0.65% | 74 |
|