Burt Wealth Advisors’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $801K | Sell |
2,838
-12
| -0.4% | -$3.48K | 0.2% | 54 |
|
|
2025
Q2 | $796K | Hold |
2,850
| – | – | 0.18% | 52 |
|
|
2025
Q1 | $888K | Buy |
2,850
+8
| +0.3% | +$2.36K | 0.22% | 42 |
|
|
2024
Q4 | $741K | Hold |
2,842
| – | – | 0.19% | 51 |
|
|
2024
Q3 | $916K | Sell |
2,842
-37
| -1% | -$12.1K | 0.23% | 40 |
|
|
2024
Q2 | $900K | Sell |
2,879
-91
| -3% | -$26.7K | 0.24% | 41 |
|
|
2024
Q1 | $844K | Buy |
2,970
+215
| +8% | +$62.9K | 0.21% | 43 |
|
|
2023
Q4 | $793K | Hold |
2,755
| – | – | 0.23% | 47 |
|
|
2023
Q3 | $740K | Hold |
2,755
| – | – | 0.23% | 42 |
|
|
2023
Q2 | $612K | Sell |
2,755
-3
| -0.1% | -$696 | 0.18% | 48 |
|
|
2023
Q1 | $667K | Buy |
2,758
+3
| +0.1% | +$736 | 0.21% | 42 |
|
|
2022
Q4 | $724K | Buy |
+2,755
| New | +$739K | 0.24% | 40 |
|
|
2022
Q3 | – | Sell |
-2,755
| Closed | -$670K | – | 91 |
|
|
2022
Q2 | $670K | Hold |
2,755
| – | – | 0.23% | 35 |
|
|
2022
Q1 | $666K | Buy |
+2,755
| New | +$633K | 0.2% | 43 |
|
|
2021
Q4 | – | Sell |
-2,355
| Closed | -$501K | – | 95 |
|
|
2021
Q3 | $501K | Hold |
2,355
| – | – | 0.16% | 50 |
|
|
2021
Q2 | $574K | Sell |
2,355
-210
| -8% | -$51.7K | 0.21% | 42 |
|
|
2021
Q1 | $638K | Hold |
2,565
| – | – | 0.24% | 37 |
|
|
2020
Q4 | $590K | Hold |
2,565
| – | – | 0.2% | 38 |
|
|
2020
Q3 | $652K | Sell |
2,565
-4
| -0.2% | -$991 | 0.24% | 30 |
|
|
2020
Q2 | $606K | Buy |
2,569
+4
| +0.2% | +$913 | 0.25% | 28 |
|
|
2020
Q1 | $520K | Sell |
2,565
-100
| -4% | -$21.8K | 0.23% | 33 |
|
|
2019
Q4 | $642K | Hold |
2,665
| – | – | 0.25% | 35 |
|
|
2019
Q3 | $516K | Sell |
2,665
-175
| -6% | -$33.6K | 0.21% | 40 |
|
|
2019
Q2 | $523K | Hold |
2,840
| – | – | 0.23% | 37 |
|
|
2019
Q1 | $540K | Sell |
2,840
-175
| -6% | -$33.4K | 0.24% | 35 |
|
|
2018
Q4 | $587K | Hold |
3,015
| – | – | 0.28% | 41 |
|
|
2018
Q3 | $625K | Hold |
3,015
| – | – | 0.28% | 33 |
|
|
2018
Q2 | $557K | Hold |
3,015
| – | – | 0.27% | 34 |
|
|
2018
Q1 | $514K | Hold |
3,015
| – | – | 0.26% | 36 |
|
|
2017
Q4 | $524K | Hold |
3,015
| – | – | 0.33% | 32 |
|
|
2017
Q3 | $562K | Sell |
3,015
-25
| -0.8% | -$4.43K | 0.37% | 29 |
|
|
2017
Q2 | $523K | Buy |
3,040
+25
| +0.8% | +$4.07K | 0.36% | 32 |
|
|
2017
Q1 | $495K | Buy |
3,015
+1,032
| +52% | +$171K | 0.36% | 34 |
|
|
2016
Q4 | $290K | Buy |
1,983
+1,543
| +351% | +$232K | 0.26% | 54 |
|
|
2016
Q3 | $73K | Hold |
440
| – | – | 0.08% | 129 |
|
|
2016
Q2 | $66K | Hold |
440
| – | – | 0.07% | 131 |
|
|
2016
Q1 | $66K | Buy |
440
+90
| +26% | +$13.4K | 0.06% | 142 |
|
|
2015
Q4 | $56K | Hold |
350
| – | – | 0.04% | 138 |
|
|
2015
Q3 | $48K | Buy |
+350
| New | +$55.2K | 0.06% | 140 |
|
Other funds holding AMGN
Burt Wealth Advisors's AMGN Position: Q3 2025 in Review
Burt Wealth Advisors reduced its Amgen (AMGN) stake by 0.42% in Q3 2025, selling an estimated $3.48K and leaving 2,838 shares worth $801K. The position accounts for 0.2% of the portfolio, ranked #54.
Burt Wealth Advisors first reported a position in AMGN in Q3 2015 and has held it in 39 quarters since. The position peaked at $916K in Q3 2024. 2,819 funds tracked by Wall St. Rank hold AMGN as of Q3 2025.
- Burt Wealth Advisors held 2,838 shares of Amgen worth $801K as of Q3 2025.
- Burt Wealth Advisors sold 12 Amgen shares in Q3 2025, an estimated $3.48K.
- Amgen made up 0.2% of Burt Wealth Advisors's portfolio in Q3 2025, its #54 holding.
- Burt Wealth Advisors first reported a position in Amgen in Q3 2015 and has held it in 39 quarters since.
- Burt Wealth Advisors's Amgen position peaked at $916K in Q3 2024.
- 2,819 funds tracked by Wall St. Rank held Amgen as of Q3 2025.
Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.