CPA
Clear Perspective Advisors’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.17M | Buy |
5,211
+108
| +2% | +$24.3K | 0.36% | 47 |
|
|
2021
Q3 | $1.09M | Hold |
5,103
| – | – | 0.37% | 47 |
|
|
2021
Q2 | $1.24M | Sell |
5,103
-433
| -8% | -$106K | 0.43% | 42 |
|
|
2021
Q1 | $1.38M | Buy |
5,536
+41
| +0.7% | +$10.2K | 0.54% | 38 |
|
|
2020
Q4 | $1.26M | Buy |
5,495
+332
| +6% | +$76.3K | 0.52% | 39 |
|
|
2020
Q3 | $286 | Buy |
5,163
+201
| +4% | +$11 | 0.13% | 111 |
|
|
2020
Q2 | $1.17M | Sell |
4,962
-762
| -13% | -$180K | 0.64% | 26 |
|
|
2020
Q1 | $1.16M | Sell |
5,724
-276
| -5% | -$55.9K | 0.77% | 25 |
|
|
2019
Q4 | $1.45M | Buy |
6,000
+86
| +1% | +$20.7K | 0.89% | 26 |
|
|
2019
Q3 | $1.14M | Sell |
5,914
-15
| -0.3% | -$2.9K | 0.52% | 43 |
|
|
2019
Q2 | $1.09M | Sell |
5,929
-233
| -4% | -$43K | 0.7% | 33 |
|
|
2019
Q1 | $1.16M | Sell |
6,162
-2,154
| -26% | -$405K | 0.82% | 28 |
|
|
2018
Q4 | $1.62M | Buy |
8,316
+222
| +3% | +$43.2K | 1.35% | 16 |
|
|
2018
Q3 | $1.68M | Buy |
8,094
+104
| +1% | +$21.6K | 1.24% | 16 |
|
|
2018
Q2 | $1.48M | Buy |
7,990
+607
| +8% | +$112K | 1.03% | 22 |
|
|
2018
Q1 | $1.26M | Buy |
7,383
+1,288
| +21% | +$220K | 0.94% | 24 |
|
|
2017
Q4 | $1.06M | Sell |
6,095
-781
| -11% | -$136K | 0.81% | 28 |
|
|
2017
Q3 | $1.28M | Buy |
6,876
+91
| +1% | +$17K | 1.05% | 20 |
|
|
2017
Q2 | $1.17M | Buy |
6,785
+1,180
| +21% | +$203K | 0.98% | 29 |
|
|
2017
Q1 | $920K | Buy |
5,605
+160
| +3% | +$26.3K | 0.61% | 38 |
|
|
2016
Q4 | $796K | Buy |
+5,445
| New | +$796K | 0.53% | 44 |
|