Bridge Advisory’s Amgen AMGN Stock Holding History

Bridge Advisory’s Portfolio AMGN Stock Details AMGN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$263K	Buy	816 +4	+0.5%	+$1.31K	0.13%	84
2024 Q2	$254K	Buy	812 +7	+0.9%	+$2.06K	0.13%	86
2024 Q1	$229K	Sell	805 -143	-15%	-$41.8K	0.11%	95
2023 Q4	$273K	Sell	948 -99	-9%	-$27K	0.14%	92
2023 Q3	$281K	Buy	+1,047	New	+$261K	0.1%	123
2021 Q1	–	Sell	-924	Closed	-$213K	–	75
2020 Q4	$213K	Buy	+924	New	+$213K	0.1%	76

Other funds holding AMGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bridge Advisory's AMGN Position: Q3 2024 in Review

Bridge Advisory increased its Amgen (AMGN) stake by 0.49% in Q3 2024, buying an estimated $1.31K and bringing the position to 816 shares worth $263K. The position accounts for 0.13% of the portfolio, ranked #84.

Bridge Advisory first reported a position in AMGN in Q4 2020 and has held it in 6 quarters since. The position peaked at $281K in Q3 2023. 2,823 funds tracked by Wall St. Rank hold AMGN as of Q3 2024.

Bridge Advisory held 816 shares of Amgen worth $263K as of Q3 2024.
Bridge Advisory bought 4 Amgen shares in Q3 2024, an estimated $1.31K.
Amgen made up 0.13% of Bridge Advisory's portfolio in Q3 2024, its #84 holding.
Bridge Advisory first reported a position in Amgen in Q4 2020 and has held it in 6 quarters since.
Bridge Advisory's Amgen position peaked at $281K in Q3 2023.
2,823 funds tracked by Wall St. Rank held Amgen as of Q3 2024.

Based on Bridge Advisory's 13F filing for Q3 2024, filed 1 Oct 2024.