BFA
Beaumont Financial Advisors’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
4,205
-73
| -2% | -$20.4K | 0.08% | 133 |
|
|
2025
Q1 | $1.33M | Sell |
4,278
-143
| -3% | -$44.6K | 0.1% | 123 |
|
|
2024
Q4 | $1.15M | Buy |
4,421
+164
| +4% | +$42.7K | 0.09% | 135 |
|
|
2024
Q3 | $1.37M | Sell |
4,257
-448
| -10% | -$144K | 0.11% | 122 |
|
|
2024
Q2 | $1.47M | Sell |
4,705
-57
| -1% | -$17.8K | 0.12% | 114 |
|
|
2024
Q1 | $1.35M | Buy |
4,762
+5
| +0.1% | +$1.42K | 0.11% | 121 |
|
|
2023
Q4 | $1.37M | Buy |
4,757
+48
| +1% | +$13.8K | 0.13% | 117 |
|
|
2023
Q3 | $1.27M | Buy |
4,709
+341
| +8% | +$91.6K | 0.13% | 109 |
|
|
2023
Q2 | $970K | Buy |
4,368
+72
| +2% | +$16K | 0.09% | 139 |
|
|
2023
Q1 | $1.04M | Sell |
4,296
-241
| -5% | -$58.3K | 0.11% | 115 |
|
|
2022
Q4 | $1.19M | Sell |
4,537
-277
| -6% | -$72.7K | 0.12% | 107 |
|
|
2022
Q3 | $1.09M | Hold |
4,814
| – | – | 0.1% | 110 |
|
|
2022
Q2 | $1.17M | Sell |
4,814
-360
| -7% | -$87.6K | 0.11% | 113 |
|
|
2022
Q1 | $1.25M | Buy |
5,174
+446
| +9% | +$108K | 0.1% | 137 |
|
|
2021
Q4 | $1.06M | Sell |
4,728
-127
| -3% | -$28.6K | 0.08% | 139 |
|
|
2021
Q3 | $1.03M | Sell |
4,855
-1
| -0% | -$213 | 0.08% | 137 |
|
|
2021
Q2 | $1.18M | Buy |
4,856
+1,266
| +35% | +$308K | 0.09% | 127 |
|
|
2021
Q1 | $1.21M | Sell |
3,590
-1,048
| -23% | -$354K | 0.1% | 130 |
|
|
2020
Q4 | $1.07M | Buy |
4,638
+544
| +13% | +$125K | 0.09% | 132 |
|
|
2020
Q3 | $1.04M | Buy |
4,094
+77
| +2% | +$19.6K | 0.1% | 140 |
|
|
2020
Q2 | $948K | Sell |
4,017
-6
| -0.1% | -$1.42K | 0.1% | 138 |
|
|
2020
Q1 | $816K | Sell |
4,023
-44
| -1% | -$8.93K | 0.1% | 113 |
|
|
2019
Q4 | $981K | Buy |
4,067
+225
| +6% | +$54.3K | 0.1% | 132 |
|
|
2019
Q3 | $744K | Buy |
+3,842
| New | +$744K | 0.07% | 145 |
|
|
2014
Q4 | – | Sell |
-33,238
| Closed | -$4.67M | – | 147 |
|
|
2014
Q3 | $4.67M | Sell |
33,238
-35
| -0.1% | -$4.92K | 0.31% | 77 |
|
|
2014
Q2 | $3.94M | Buy |
33,273
+10,251
| +45% | +$1.21M | 0.28% | 80 |
|
|
2014
Q1 | $2.84M | Sell |
23,022
-1,172
| -5% | -$145K | 0.23% | 75 |
|
|
2013
Q4 | $2.76M | Buy |
+24,194
| New | +$2.76M | 0.23% | 79 |
|