Cape Investment Advisory’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $178K | Sell |
636
-58
| -8% | -$16.2K | 0.06% | 196 |
|
|
2025
Q1 | $216K | Sell |
694
-41
| -6% | -$12.8K | 0.09% | 170 |
|
|
2024
Q4 | $192K | Buy |
735
+12
| +2% | +$3.13K | 0.07% | 175 |
|
|
2024
Q3 | $233K | Sell |
723
-1
| -0.1% | -$322 | 0.09% | 157 |
|
|
2024
Q2 | $226K | Sell |
724
-17
| -2% | -$5.31K | 0.1% | 138 |
|
|
2024
Q1 | $211K | Sell |
741
-5
| -0.7% | -$1.42K | 0.1% | 139 |
|
|
2023
Q4 | $215K | Buy |
746
+35
| +5% | +$10.1K | 0.11% | 138 |
|
|
2023
Q3 | $191K | Buy |
711
+45
| +7% | +$12.1K | 0.11% | 140 |
|
|
2023
Q2 | $148K | Buy |
666
+36
| +6% | +$8K | 0.08% | 163 |
|
|
2023
Q1 | $152K | Buy |
+630
| New | +$152K | 0.09% | 150 |
|