Cladis Investment Advisory’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Buy |
+740
| New | +$207K | 0.13% | 132 |
|
|
2024
Q3 | – | Sell |
-790
| Closed | -$247K | – | 136 |
|
|
2024
Q2 | $247K | Sell |
790
-2,610
| -77% | -$815K | 0.18% | 114 |
|
|
2024
Q1 | $225K | Buy |
3,400
+2,560
| +305% | +$169K | 0.16% | 125 |
|
|
2023
Q4 | $242K | Hold |
840
| – | – | 0.19% | 112 |
|
|
2023
Q3 | $226K | Sell |
840
-150
| -15% | -$40.3K | 0.2% | 112 |
|
|
2023
Q2 | $220K | Sell |
990
-100
| -9% | -$22.2K | 0.19% | 119 |
|
|
2023
Q1 | $264K | Hold |
1,090
| – | – | 0.24% | 109 |
|
|
2022
Q4 | $286K | Sell |
1,090
-675
| -38% | -$177K | 0.28% | 98 |
|
|
2022
Q3 | $398K | Sell |
1,765
-400
| -18% | -$90.2K | 0.43% | 76 |
|
|
2022
Q2 | $527K | Sell |
2,165
-1,545
| -42% | -$376K | 0.53% | 64 |
|
|
2022
Q1 | $897K | Sell |
3,710
-1,100
| -23% | -$266K | 0.73% | 43 |
|
|
2021
Q4 | $1.08M | Buy |
+4,810
| New | +$1.08M | 0.87% | 36 |
|