Capital Planning Advisors’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Sell |
719
-2
| -0.3% | -$558 | 0.03% | 137 |
|
|
2025
Q1 | $225K | Buy |
+721
| New | +$225K | 0.03% | 130 |
|
|
2024
Q4 | – | Sell |
-714
| Closed | -$230K | – | 138 |
|
|
2024
Q3 | $230K | Buy |
714
+3
| +0.4% | +$967 | 0.03% | 132 |
|
|
2024
Q2 | $222K | Sell |
711
-108
| -13% | -$33.7K | 0.04% | 131 |
|
|
2024
Q1 | $233K | Buy |
819
+79
| +11% | +$22.5K | 0.04% | 133 |
|
|
2023
Q4 | $213K | Buy |
+740
| New | +$213K | 0.04% | 130 |
|
|
2021
Q3 | – | Sell |
-827
| Closed | -$202K | – | 147 |
|
|
2021
Q2 | $202K | Buy |
+827
| New | +$202K | 0.04% | 146 |
|