Bernardo Wealth Planning’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-656
| Closed | -$204K | – | 120 |
|
|
2025
Q1 | $204K | Buy |
+656
| New | +$204K | 0.05% | 111 |
|
|
2021
Q1 | – | Sell |
-1,550
| Closed | -$356K | – | 83 |
|
|
2020
Q4 | $356K | Hold |
1,550
| – | – | 0.14% | 119 |
|
|
2020
Q3 | $394K | Sell |
1,550
-1
| -0.1% | -$254 | 0.18% | 97 |
|
|
2020
Q2 | $365K | Sell |
1,551
-13
| -0.8% | -$3.06K | 0.2% | 96 |
|
|
2020
Q1 | $317K | Buy |
1,564
+35
| +2% | +$7.09K | 0.22% | 106 |
|
|
2019
Q4 | $368K | Buy |
1,529
+32
| +2% | +$7.7K | 0.22% | 107 |
|
|
2019
Q3 | $289K | Sell |
1,497
-119
| -7% | -$23K | 0.21% | 118 |
|
|
2019
Q2 | $298K | Sell |
1,616
-7
| -0.4% | -$1.29K | 0.23% | 109 |
|
|
2019
Q1 | $308K | Sell |
1,623
-1
| -0.1% | -$190 | 0.24% | 108 |
|
|
2018
Q4 | $316K | Buy |
+1,624
| New | +$316K | 0.28% | 95 |
|