Bennett Associates Wealth Management’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $392K | Sell |
1,405
-104
| -7% | -$29K | 0.3% | 31 |
|
|
2025
Q1 | $470K | Sell |
1,509
-111
| -7% | -$34.6K | 0.39% | 26 |
|
|
2024
Q4 | $422K | Buy |
+1,620
| New | +$422K | 0.35% | 30 |
|
|
2024
Q3 | – | Sell |
-1,655
| Closed | -$517K | – | 46 |
|
|
2024
Q2 | $517K | Sell |
1,655
-127
| -7% | -$39.7K | 0.47% | 24 |
|
|
2024
Q1 | $507K | Buy |
1,782
+138
| +8% | +$39.2K | 0.46% | 25 |
|
|
2023
Q4 | $474K | Buy |
+1,644
| New | +$474K | 0.46% | 27 |
|