CA
Clearstead Advisors’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.96M | Buy |
35,670
+1,765
| +5% | +$493K | 0.14% | 132 |
|
|
2025
Q1 | $10.6M | Sell |
33,905
-313
| -0.9% | -$97.5K | 0.16% | 121 |
|
|
2024
Q4 | $8.92M | Sell |
34,218
-1,302
| -4% | -$339K | 0.14% | 134 |
|
|
2024
Q3 | $11.4M | Buy |
35,520
+2,690
| +8% | +$867K | 0.18% | 115 |
|
|
2024
Q2 | $10.3M | Buy |
32,830
+15,570
| +90% | +$4.86M | 0.18% | 120 |
|
|
2024
Q1 | $5.32M | Sell |
17,260
-465
| -3% | -$143K | 0.26% | 75 |
|
|
2023
Q4 | $5.11M | Sell |
17,725
-17,941
| -50% | -$5.17M | 0.27% | 80 |
|
|
2023
Q3 | $9.59M | Buy |
35,666
+18,649
| +110% | +$5.01M | 0.28% | 74 |
|
|
2023
Q2 | $3.78M | Buy |
17,017
+959
| +6% | +$213K | 0.23% | 88 |
|
|
2023
Q1 | $3.88M | Sell |
16,058
-220
| -1% | -$53.2K | 0.28% | 76 |
|
|
2022
Q4 | $4.28M | Sell |
16,278
-464
| -3% | -$122K | 0.33% | 66 |
|
|
2022
Q3 | $3.77M | Sell |
16,742
-152
| -0.9% | -$34.3K | 0.35% | 61 |
|
|
2022
Q2 | $4.11M | Buy |
16,894
+132
| +0.8% | +$32.1K | 0.32% | 65 |
|
|
2022
Q1 | $4.05M | Buy |
16,762
+1,592
| +10% | +$385K | 0.28% | 74 |
|
|
2021
Q4 | $3.41M | Buy |
15,170
+9
| +0.1% | +$2.03K | 0.23% | 81 |
|
|
2021
Q3 | $3.22M | Buy |
15,161
+183
| +1% | +$38.9K | 0.24% | 84 |
|
|
2021
Q2 | $3.65M | Buy |
14,978
+75
| +0.5% | +$18.3K | 0.28% | 73 |
|
|
2021
Q1 | $3.71M | Buy |
14,903
+2,225
| +18% | +$554K | 0.31% | 64 |
|
|
2020
Q4 | $2.92M | Buy |
12,678
+207
| +2% | +$47.6K | 0.27% | 75 |
|
|
2020
Q3 | $3.17M | Sell |
12,471
-159
| -1% | -$40.4K | 0.34% | 64 |
|
|
2020
Q2 | $2.98M | Buy |
12,630
+118
| +0.9% | +$27.8K | 0.34% | 63 |
|
|
2020
Q1 | $2.54M | Hold |
12,512
| – | – | 0.37% | 57 |
|
|
2019
Q4 | $3.02M | Buy |
12,512
+1,629
| +15% | +$393K | 0.37% | 63 |
|
|
2019
Q3 | $2.11M | Sell |
10,883
-19
| -0.2% | -$3.68K | 0.28% | 74 |
|
|
2019
Q2 | $2.01M | Buy |
10,902
+585
| +6% | +$108K | 0.27% | 79 |
|
|
2019
Q1 | $1.96M | Buy |
10,317
+370
| +4% | +$70.3K | 0.27% | 73 |
|
|
2018
Q4 | $1.94M | Sell |
9,947
-89
| -0.9% | -$17.3K | 0.3% | 67 |
|
|
2018
Q3 | $2.08M | Buy |
10,036
+200
| +2% | +$41.5K | 0.29% | 64 |
|
|
2018
Q2 | $1.82M | Buy |
9,836
+305
| +3% | +$56.3K | 0.26% | 67 |
|
|
2018
Q1 | $1.63M | Hold |
9,531
| – | – | 0.24% | 73 |
|
|
2017
Q4 | $1.66M | Sell |
9,531
-825
| -8% | -$143K | 0.22% | 77 |
|
|
2017
Q3 | $1.93M | Sell |
10,356
-608
| -6% | -$113K | 0.25% | 72 |
|
|
2017
Q2 | $1.89M | Buy |
10,964
+311
| +3% | +$53.6K | 0.28% | 66 |
|
|
2017
Q1 | $1.75M | Buy |
10,653
+1,414
| +15% | +$232K | 0.25% | 70 |
|
|
2016
Q4 | $1.35M | Buy |
+9,239
| New | +$1.35M | 0.22% | 78 |
|