Charter Oak Capital Management’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Buy |
828
+113
| +16% | +$31.5K | 0.02% | 186 |
|
|
2025
Q1 | $223K | Buy |
+715
| New | +$223K | 0.02% | 183 |
|
|
2024
Q4 | – | Sell |
-794
| Closed | -$256K | – | 182 |
|
|
2024
Q3 | $256K | Buy |
+794
| New | +$256K | 0.02% | 166 |
|
|
2022
Q3 | – | Sell |
-784
| Closed | -$191K | – | 190 |
|
|
2022
Q2 | $191K | Sell |
784
-26
| -3% | -$6.33K | 0.03% | 174 |
|
|
2022
Q1 | $196K | Sell |
810
-105
| -11% | -$25.4K | 0.02% | 186 |
|
|
2021
Q4 | $206K | Hold |
915
| – | – | 0.02% | 182 |
|
|
2021
Q3 | $195K | Buy |
915
+12
| +1% | +$2.56K | 0.02% | 175 |
|
|
2021
Q2 | $220K | Sell |
903
-12
| -1% | -$2.92K | 0.03% | 161 |
|
|
2021
Q1 | $228K | Buy |
915
+105
| +13% | +$26.2K | 0.03% | 162 |
|
|
2020
Q4 | $186K | Buy |
+810
| New | +$186K | 0.03% | 167 |
|