CFA
Capstone Financial Advisors’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $415K | Sell |
1,486
-182
| -11% | -$50.8K | 0.02% | 106 |
|
|
2025
Q1 | $520K | Buy |
1,668
+3
| +0.2% | +$935 | 0.03% | 89 |
|
|
2024
Q4 | $434K | Sell |
1,665
-656
| -28% | -$171K | 0.03% | 94 |
|
|
2024
Q3 | $748K | Buy |
2,321
+393
| +20% | +$127K | 0.05% | 74 |
|
|
2024
Q2 | $602K | Buy |
1,928
+3
| +0.2% | +$937 | 0.04% | 77 |
|
|
2024
Q1 | $547K | Buy |
1,925
+47
| +3% | +$13.4K | 0.04% | 80 |
|
|
2023
Q4 | $541K | Buy |
1,878
+3
| +0.2% | +$864 | 0.04% | 78 |
|
|
2023
Q3 | $504K | Sell |
1,875
-161
| -8% | -$43.3K | 0.04% | 75 |
|
|
2023
Q2 | $452K | Sell |
2,036
-71
| -3% | -$15.8K | 0.03% | 82 |
|
|
2023
Q1 | $509K | Sell |
2,107
-147
| -7% | -$35.5K | 0.04% | 71 |
|
|
2022
Q4 | $592K | Sell |
2,254
-306
| -12% | -$80.4K | 0.05% | 63 |
|
|
2022
Q3 | $577K | Sell |
2,560
-39
| -2% | -$8.79K | 0.05% | 63 |
|
|
2022
Q2 | $632K | Buy |
2,599
+5
| +0.2% | +$1.22K | 0.05% | 65 |
|
|
2022
Q1 | $627K | Buy |
2,594
+10
| +0.4% | +$2.42K | 0.05% | 66 |
|
|
2021
Q4 | $581K | Buy |
2,584
+295
| +13% | +$66.3K | 0.04% | 69 |
|
|
2021
Q3 | $487K | Buy |
2,289
+321
| +16% | +$68.3K | 0.04% | 70 |
|
|
2021
Q2 | $480K | Buy |
1,968
+46
| +2% | +$11.2K | 0.04% | 72 |
|
|
2021
Q1 | $478K | Buy |
1,922
+18
| +0.9% | +$4.48K | 0.04% | 64 |
|
|
2020
Q4 | $438K | Buy |
1,904
+253
| +15% | +$58.2K | 0.04% | 65 |
|
|
2020
Q3 | $420K | Buy |
1,651
+1
| +0.1% | +$254 | 0.04% | 53 |
|
|
2020
Q2 | $389K | Buy |
1,650
+2
| +0.1% | +$472 | 0.04% | 49 |
|
|
2020
Q1 | $334K | Buy |
1,648
+170
| +12% | +$34.5K | 0.04% | 48 |
|
|
2019
Q4 | $356K | Buy |
1,478
+2
| +0.1% | +$482 | 0.05% | 57 |
|
|
2019
Q3 | $286K | Sell |
1,476
-84
| -5% | -$16.3K | 0.04% | 66 |
|
|
2019
Q2 | $287K | Sell |
1,560
-84
| -5% | -$15.5K | 0.05% | 64 |
|
|
2019
Q1 | $312K | Buy |
1,644
+173
| +12% | +$32.8K | 0.05% | 58 |
|
|
2018
Q4 | $286K | Buy |
1,471
+152
| +12% | +$29.6K | 0.06% | 58 |
|
|
2018
Q3 | $273K | Buy |
1,319
+1
| +0.1% | +$207 | 0.07% | 62 |
|
|
2018
Q2 | $243K | Sell |
1,318
-352
| -21% | -$64.9K | 0.07% | 64 |
|
|
2018
Q1 | $285K | Sell |
1,670
-85
| -5% | -$14.5K | 0.09% | 54 |
|
|
2017
Q4 | $305K | Sell |
1,755
-111
| -6% | -$19.3K | 0.11% | 52 |
|
|
2017
Q3 | $348K | Buy |
1,866
+349
| +23% | +$65.1K | 0.15% | 46 |
|
|
2017
Q2 | $261K | Sell |
1,517
-93
| -6% | -$16K | 0.13% | 54 |
|
|
2017
Q1 | $264K | Sell |
1,610
-101
| -6% | -$16.6K | 0.13% | 47 |
|
|
2016
Q4 | $250K | Sell |
1,711
-98
| -5% | -$14.3K | 0.11% | 53 |
|
|
2016
Q3 | $302K | Sell |
1,809
-22
| -1% | -$3.67K | 0.16% | 45 |
|
|
2016
Q2 | $279K | Sell |
1,831
-94
| -5% | -$14.3K | 0.15% | 46 |
|
|
2016
Q1 | $289K | Buy |
1,925
+204
| +12% | +$30.6K | 0.11% | 50 |
|
|
2015
Q4 | $279K | Buy |
1,721
+45
| +3% | +$7.3K | 0.1% | 49 |
|
|
2015
Q3 | $232K | Sell |
1,676
-31
| -2% | -$4.29K | 0.1% | 53 |
|
|
2015
Q2 | $262K | Sell |
1,707
-501
| -23% | -$76.9K | 0.1% | 64 |
|
|
2015
Q1 | $353K | Buy |
2,208
+4
| +0.2% | +$639 | 0.14% | 51 |
|
|
2014
Q4 | $351K | Buy |
2,204
+712
| +48% | +$113K | 0.11% | 50 |
|
|
2014
Q3 | $210K | Buy |
+1,492
| New | +$210K | 0.13% | 52 |
|