Beacon Financial Advisory’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Buy |
978
+117
| +14% | +$32.7K | 0.07% | 282 |
|
|
2025
Q1 | $268K | Buy |
861
+88
| +11% | +$27.4K | 0.08% | 258 |
|
|
2024
Q4 | $201K | Buy |
773
+4
| +0.5% | +$1.04K | 0.07% | 286 |
|
|
2024
Q3 | $248K | Buy |
769
+34
| +5% | +$10.9K | 0.08% | 251 |
|
|
2024
Q2 | $230K | Buy |
+735
| New | +$230K | 0.09% | 247 |
|
|
2021
Q4 | – | Sell |
-1,239
| Closed | -$263K | – | 243 |
|
|
2021
Q3 | $263K | Buy |
+1,239
| New | +$263K | 0.14% | 186 |
|