Balboa Wealth 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 | $275K | Buy |
986
+43
| +5% | +$12K | 0.06% | 263 |
|
|
2025
Q1 | $294K | Sell |
943
-6
| -0.6% | -$1.87K | 0.07% | 202 |
|
|
2024
Q4 | $247K | Sell |
949
-848
| -47% | -$221K | 0.06% | 242 |
|
|
2024
Q3 | $579K | Buy |
1,797
+603
| +51% | +$194K | 0.14% | 125 |
|
|
2024
Q2 | $373K | Buy |
1,194
+118
| +11% | +$36.9K | 0.1% | 158 |
|
|
2024
Q1 | $306K | Sell |
1,076
-256
| -19% | -$72.8K | 0.09% | 161 |
|
|
2023
Q4 | $384K | Buy |
1,332
+386
| +41% | +$111K | 0.13% | 131 |
|
|
2023
Q3 | $254K | Buy |
+946
| New | +$254K | 0.1% | 181 |
|
|
2023
Q1 | – | Sell |
-1,217
| Closed | -$320K | – | 300 |
|
|
2022
Q4 | $320K | Buy |
+1,217
| New | +$320K | 0.14% | 146 |
|