Beacon Investment Advisors’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $512K | Hold |
1,847
| – | – | 0.22% | 99 |
|
|
2025
Q1 | $576K | Sell |
1,847
-14
| -0.8% | -$4.36K | 0.27% | 92 |
|
|
2024
Q4 | $485K | Hold |
1,861
| – | – | 0.23% | 104 |
|
|
2024
Q3 | $600K | Hold |
1,861
| – | – | 0.28% | 88 |
|
|
2024
Q2 | $581K | Sell |
1,861
-7,499
| -80% | -$2.34M | 0.3% | 87 |
|
|
2024
Q1 | $2.66M | Buy |
9,360
+18
| +0.2% | +$5.12K | 1.52% | 16 |
|
|
2023
Q4 | $2.69M | Buy |
9,342
+116
| +1% | +$33.4K | 1.72% | 13 |
|
|
2023
Q3 | $2.48M | Buy |
9,226
+34
| +0.4% | +$9.14K | 1.75% | 12 |
|
|
2023
Q2 | $2.04M | Buy |
9,192
+8,327
| +963% | +$1.85M | 1.39% | 16 |
|
|
2023
Q1 | $209K | Hold |
865
| – | – | 0.15% | 120 |
|
|
2022
Q4 | $227K | Buy |
+865
| New | +$227K | 0.19% | 117 |
|