Claro Advisors’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $938K | Sell |
3,359
-761
| -18% | -$212K | 0.15% | 124 |
|
|
2025
Q1 | $1.28M | Sell |
4,120
-66
| -2% | -$20.6K | 0.17% | 112 |
|
|
2024
Q4 | $1.09M | Sell |
4,186
-726
| -15% | -$189K | 0.15% | 128 |
|
|
2024
Q3 | $1.58M | Buy |
4,912
+222
| +5% | +$71.5K | 0.2% | 97 |
|
|
2024
Q2 | $1.47M | Sell |
4,690
-1
| -0% | -$312 | 0.23% | 89 |
|
|
2024
Q1 | $1.33M | Buy |
4,691
+2,545
| +119% | +$724K | 0.23% | 92 |
|
|
2023
Q4 | $618K | Sell |
2,146
-376
| -15% | -$108K | 0.13% | 181 |
|
|
2023
Q3 | $678K | Buy |
2,522
+654
| +35% | +$176K | 0.17% | 145 |
|
|
2023
Q2 | $415K | Buy |
1,868
+120
| +7% | +$26.6K | 0.1% | 219 |
|
|
2023
Q1 | $423K | Buy |
1,748
+119
| +7% | +$28.8K | 0.12% | 203 |
|
|
2022
Q4 | $428K | Buy |
1,629
+223
| +16% | +$58.6K | 0.14% | 183 |
|
|
2022
Q3 | $342K | Hold |
1,406
| – | – | 0.14% | 174 |
|
|
2022
Q2 | $342K | Buy |
1,406
+31
| +2% | +$7.54K | 0.14% | 174 |
|
|
2022
Q1 | $309K | Hold |
1,375
| – | – | 0.11% | 190 |
|
|
2021
Q4 | $309K | Buy |
1,375
+315
| +30% | +$70.8K | 0.11% | 190 |
|
|
2021
Q3 | $225K | Buy |
1,060
+1
| +0.1% | +$212 | 0.09% | 217 |
|
|
2021
Q2 | $258K | Buy |
1,059
+30
| +3% | +$7.31K | 0.12% | 186 |
|
|
2021
Q1 | $256K | Sell |
1,029
-35
| -3% | -$8.71K | 0.13% | 176 |
|
|
2020
Q4 | $245K | Sell |
1,064
-66
| -6% | -$15.2K | 0.13% | 175 |
|
|
2020
Q3 | $287K | Sell |
1,130
-8
| -0.7% | -$2.03K | 0.18% | 145 |
|
|
2020
Q2 | $269K | Buy |
1,138
+54
| +5% | +$12.8K | 0.19% | 140 |
|
|
2020
Q1 | $220K | Buy |
1,084
+31
| +3% | +$6.29K | 0.21% | 142 |
|
|
2019
Q4 | $254K | Buy |
1,053
+13
| +1% | +$3.14K | 0.2% | 133 |
|
|
2019
Q3 | $201K | Buy |
+1,040
| New | +$201K | 0.18% | 157 |
|
|
2019
Q2 | – | Sell |
-1,259
| Closed | -$239K | – | 160 |
|
|
2019
Q1 | $239K | Buy |
1,259
+234
| +23% | +$44.4K | 0.24% | 126 |
|
|
2018
Q4 | $213K | Buy |
+1,025
| New | +$213K | 0.17% | 124 |
|