Capital Planning’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,230
| Closed | -$539K | – | 72 |
|
|
2023
Q1 | $539K | Hold |
2,230
| – | – | 0.22% | 53 |
|
|
2022
Q4 | $586K | Hold |
2,230
| – | – | 0.26% | 54 |
|
|
2022
Q3 | $503K | Sell |
2,230
-800
| -26% | -$180K | 0.29% | 39 |
|
|
2022
Q2 | $737K | Hold |
3,030
| – | – | 0.4% | 36 |
|
|
2022
Q1 | $733K | Hold |
3,030
| – | – | 0.29% | 39 |
|
|
2021
Q4 | $682K | Buy |
3,030
+770
| +34% | +$173K | 0.25% | 46 |
|
|
2021
Q3 | $481K | Buy |
+2,260
| New | +$481K | 0.2% | 52 |
|
|
2021
Q2 | – | Sell |
-3,060
| Closed | -$761K | – | 68 |
|
|
2021
Q1 | $761K | Buy |
3,060
+410
| +15% | +$102K | 0.34% | 39 |
|
|
2020
Q4 | $609K | Buy |
+2,650
| New | +$609K | 0.29% | 43 |
|