Center for Financial Planning’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Hold |
750
| – | – | 0.02% | 162 |
|
|
2025
Q1 | $234K | Hold |
750
| – | – | 0.03% | 143 |
|
|
2024
Q4 | $195K | Hold |
750
| – | – | 0.03% | 155 |
|
|
2024
Q3 | $242K | Sell |
750
-52
| -6% | -$16.8K | 0.03% | 139 |
|
|
2024
Q2 | $251K | Sell |
802
-49
| -6% | -$15.3K | 0.04% | 132 |
|
|
2024
Q1 | $242K | Buy |
851
+49
| +6% | +$13.9K | 0.04% | 134 |
|
|
2023
Q4 | $231K | Buy |
802
+52
| +7% | +$15K | 0.04% | 129 |
|
|
2023
Q3 | $202K | Hold |
750
| – | – | 0.04% | 132 |
|
|
2023
Q2 | $167K | Hold |
750
| – | – | 0.04% | 145 |
|
|
2023
Q1 | $181K | Hold |
750
| – | – | 0.04% | 133 |
|
|
2022
Q4 | $197K | Hold |
750
| – | – | 0.05% | 129 |
|
|
2022
Q3 | $169K | Hold |
750
| – | – | 0.05% | 131 |
|
|
2022
Q2 | $182K | Hold |
750
| – | – | 0.05% | 127 |
|
|
2022
Q1 | $181K | Sell |
750
-30
| -4% | -$7.24K | 0.04% | 137 |
|
|
2021
Q4 | $175K | Hold |
780
| – | – | 0.04% | 138 |
|
|
2021
Q3 | $166K | Sell |
780
-778
| -50% | -$166K | 0.04% | 137 |
|
|
2021
Q2 | $380K | Sell |
1,558
-44
| -3% | -$10.7K | 0.09% | 91 |
|
|
2021
Q1 | $399K | Buy |
1,602
+131
| +9% | +$32.6K | 0.1% | 86 |
|
|
2020
Q4 | $338K | Buy |
1,471
+80
| +6% | +$18.4K | 0.1% | 88 |
|
|
2020
Q3 | $354K | Buy |
1,391
+24
| +2% | +$6.11K | 0.11% | 80 |
|
|
2020
Q2 | $322K | Buy |
1,367
+574
| +72% | +$135K | 0.11% | 78 |
|
|
2020
Q1 | $161K | Buy |
793
+43
| +6% | +$8.73K | 0.05% | 115 |
|
|
2019
Q4 | $181K | Buy |
+750
| New | +$181K | 0.05% | 107 |
|