Balasa Dinverno & Foltz’s Amgen AMGN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$1.31M Sell
5,812
-458
-7% -$103K 0.08% 97
2022
Q2
$1.53M Buy
6,270
+242
+4% +$58.9K 0.1% 86
2022
Q1
$1.46M Sell
6,028
-135
-2% -$32.7K 0.1% 94
2021
Q4
$1.39M Sell
6,163
-1,212
-16% -$273K 0.09% 100
2021
Q3
$1.57M Sell
7,375
-632
-8% -$134K 0.11% 90
2021
Q2
$1.95M Buy
8,007
+273
+4% +$66.6K 0.14% 70
2021
Q1
$1.92M Buy
7,734
+34
+0.4% +$8.46K 0.15% 68
2020
Q4
$1.77M Sell
7,700
-123
-2% -$28.3K 0.15% 63
2020
Q3
$1.99M Buy
7,823
+458
+6% +$116K 0.19% 49
2020
Q2
$1.74M Buy
+7,365
New +$1.74M 0.19% 50