BRIA
Balanced Rock Investment Advisors’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Sell |
736
-85
| -10% | -$23.7K | 0.16% | 94 |
|
|
2025
Q1 | $256K | Sell |
821
-52
| -6% | -$16.2K | 0.2% | 77 |
|
|
2024
Q4 | $228K | Sell |
873
-586
| -40% | -$153K | 0.18% | 81 |
|
|
2024
Q3 | $470K | Sell |
1,459
-56
| -4% | -$18K | 0.37% | 53 |
|
|
2024
Q2 | $473K | Sell |
1,515
-48
| -3% | -$15K | 0.4% | 51 |
|
|
2024
Q1 | $444K | Sell |
1,563
-339
| -18% | -$96.4K | 0.38% | 56 |
|
|
2023
Q4 | $548K | Buy |
+1,902
| New | +$548K | 0.49% | 52 |
|