BSW Wealth Partners’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $685K | Sell |
2,454
-58
| -2% | -$16.2K | 0.09% | 122 |
|
|
2025
Q1 | $782K | Buy |
2,512
+141
| +6% | +$43.9K | 0.12% | 102 |
|
|
2024
Q4 | $618K | Buy |
2,371
+81
| +4% | +$21.1K | 0.09% | 131 |
|
|
2024
Q3 | $738K | Sell |
2,290
-343
| -13% | -$110K | 0.11% | 100 |
|
|
2024
Q2 | $823K | Sell |
2,633
-209
| -7% | -$65.3K | 0.14% | 87 |
|
|
2024
Q1 | $808K | Buy |
2,842
+5
| +0.2% | +$1.42K | 0.14% | 93 |
|
|
2023
Q4 | $817K | Sell |
2,837
-24
| -0.8% | -$6.91K | 0.16% | 84 |
|
|
2023
Q3 | $769K | Buy |
2,861
+261
| +10% | +$70.2K | 0.17% | 78 |
|
|
2023
Q2 | $577K | Sell |
2,600
-8
| -0.3% | -$1.78K | 0.12% | 101 |
|
|
2023
Q1 | $631K | Sell |
2,608
-189
| -7% | -$45.7K | 0.13% | 112 |
|
|
2022
Q4 | $735K | Buy |
2,797
+193
| +7% | +$50.7K | 0.16% | 86 |
|
|
2022
Q3 | $587K | Sell |
2,604
-1,396
| -35% | -$315K | 0.14% | 95 |
|
|
2022
Q2 | $973K | Sell |
4,000
-254
| -6% | -$61.8K | 0.23% | 59 |
|
|
2022
Q1 | $1.03M | Buy |
4,254
+697
| +20% | +$169K | 0.26% | 52 |
|
|
2021
Q4 | $800K | Sell |
3,557
-178
| -5% | -$40K | 0.2% | 69 |
|
|
2021
Q3 | $794K | Buy |
3,735
+126
| +3% | +$26.8K | 0.22% | 59 |
|
|
2021
Q2 | $880K | Buy |
3,609
+283
| +9% | +$69K | 0.24% | 59 |
|
|
2021
Q1 | $827K | Buy |
3,326
+107
| +3% | +$26.6K | 0.24% | 56 |
|
|
2020
Q4 | $740K | Buy |
3,219
+343
| +12% | +$78.9K | 0.23% | 53 |
|
|
2020
Q3 | $731K | Buy |
2,876
+519
| +22% | +$132K | 0.27% | 44 |
|
|
2020
Q2 | $556K | Sell |
2,357
-134
| -5% | -$31.6K | 0.19% | 59 |
|
|
2020
Q1 | $505K | Buy |
2,491
+43
| +2% | +$8.72K | 0.21% | 51 |
|
|
2019
Q4 | $590K | Buy |
+2,448
| New | +$590K | 0.2% | 49 |
|
|
2019
Q3 | – | Sell |
-2,327
| Closed | -$429K | – | 149 |
|
|
2019
Q2 | $429K | Buy |
2,327
+71
| +3% | +$13.1K | 0.16% | 57 |
|
|
2019
Q1 | $429K | Buy |
2,256
+11
| +0.5% | +$2.09K | 0.17% | 53 |
|
|
2018
Q4 | $437K | Hold |
2,245
| – | – | 0.17% | 52 |
|
|
2018
Q3 | $465K | Hold |
2,245
| – | – | 0.18% | 49 |
|
|
2018
Q2 | $414K | Hold |
2,245
| – | – | 0.18% | 46 |
|
|
2018
Q1 | $383K | Hold |
2,245
| – | – | 0.17% | 48 |
|
|
2017
Q4 | $390K | Buy |
2,245
+13
| +0.6% | +$2.26K | 0.16% | 52 |
|
|
2017
Q3 | $416K | Buy |
2,232
+13
| +0.6% | +$2.42K | 0.18% | 44 |
|
|
2017
Q2 | $382K | Sell |
2,219
-210
| -9% | -$36.2K | 0.17% | 47 |
|
|
2017
Q1 | $398K | Buy |
2,429
+238
| +11% | +$39K | 0.2% | 43 |
|
|
2016
Q4 | $320K | Buy |
2,191
+1,841
| +526% | +$269K | 0.17% | 56 |
|
|
2016
Q3 | $2.1K | Sell |
350
-1,739
| -83% | -$10.4K | 0.07% | 66 |
|
|
2016
Q2 | $318K | Hold |
2,089
| – | – | 0.17% | 50 |
|
|
2016
Q1 | $313K | Sell |
2,089
-2
| -0.1% | -$300 | 0.18% | 46 |
|
|
2015
Q4 | $339K | Buy |
2,091
+2
| +0.1% | +$324 | 0.17% | 43 |
|
|
2015
Q3 | $289K | Hold |
2,089
| – | – | 0.17% | 46 |
|
|
2015
Q2 | $321K | Hold |
2,089
| – | – | 0.2% | 42 |
|
|
2015
Q1 | $334K | Sell |
2,089
-35
| -2% | -$5.6K | 0.21% | 39 |
|
|
2014
Q4 | $338K | Buy |
2,124
+35
| +2% | +$5.57K | 0.27% | 43 |
|
|
2014
Q3 | $293K | Hold |
2,089
| – | – | 0.23% | 47 |
|
|
2014
Q2 | $247K | Hold |
2,089
| – | – | 0.19% | 45 |
|
|
2014
Q1 | $258K | Hold |
2,089
| – | – | 0.21% | 41 |
|
|
2013
Q4 | $238K | Hold |
2,089
| – | – | 0.19% | 44 |
|
|
2013
Q3 | $234K | Hold |
2,089
| – | – | 0.2% | 42 |
|
|
2013
Q2 | $206K | Buy |
+2,089
| New | +$206K | 0.18% | 45 |
|