Berman Capital Advisors’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $392K | Sell |
1,850
-165
| -8% | -$35K | 0.06% | 162 |
|
2021
Q2 | $491K | Buy |
2,015
+318
| +19% | +$77.5K | 0.08% | 120 |
|
2021
Q1 | $421K | Buy |
1,697
+410
| +32% | +$102K | 0.09% | 111 |
|
2020
Q4 | $295K | Buy |
1,287
+90
| +8% | +$20.6K | 0.07% | 124 |
|
2020
Q3 | $304K | Sell |
1,197
-234
| -16% | -$59.4K | 0.09% | 103 |
|
2020
Q2 | $336K | Buy |
1,431
+378
| +36% | +$88.8K | 0.09% | 90 |
|
2020
Q1 | $213K | Buy |
1,053
+354
| +51% | +$71.6K | 0.07% | 113 |
|
2019
Q4 | $168K | Buy |
699
+17
| +2% | +$4.09K | 0.05% | 155 |
|
2019
Q3 | $132K | Buy |
682
+152
| +29% | +$29.4K | 0.04% | 178 |
|
2019
Q2 | $97K | Sell |
530
-95
| -15% | -$17.4K | 0.03% | 209 |
|
2019
Q1 | $117K | Buy |
625
+194
| +45% | +$36.3K | 0.04% | 174 |
|
2018
Q4 | $83K | Buy |
+431
| New | +$83K | 0.03% | 195 |
|