Detalus 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 | $320K | Hold |
1,147
| – | – | 0.09% | 128 |
|
|
2025
Q1 | $357K | Sell |
1,147
-4
| -0.3% | -$1.25K | 0.11% | 112 |
|
|
2024
Q4 | $300K | Buy |
1,151
+3
| +0.3% | +$782 | 0.1% | 112 |
|
|
2024
Q3 | $370K | Hold |
1,148
| – | – | 0.12% | 98 |
|
|
2024
Q2 | $359K | Buy |
1,148
+62
| +6% | +$19.4K | 0.12% | 97 |
|
|
2024
Q1 | $309K | Hold |
1,086
| – | – | 0.11% | 109 |
|
|
2023
Q4 | $313K | Buy |
1,086
+38
| +4% | +$10.9K | 0.13% | 102 |
|
|
2023
Q3 | $282K | Sell |
1,048
-170
| -14% | -$45.7K | 0.13% | 108 |
|
|
2023
Q2 | $270K | Buy |
1,218
+128
| +12% | +$28.4K | 0.12% | 110 |
|
|
2023
Q1 | $264K | Hold |
1,090
| – | – | 0.13% | 109 |
|
|
2022
Q4 | $286K | Sell |
1,090
-78
| -7% | -$20.5K | 0.14% | 108 |
|
|
2022
Q3 | $263K | Sell |
1,168
-143
| -11% | -$32.2K | 0.16% | 101 |
|
|
2022
Q2 | $319K | Sell |
1,311
-400
| -23% | -$97.3K | 0.19% | 82 |
|
|
2022
Q1 | $414K | Sell |
1,711
-100
| -6% | -$24.2K | 0.22% | 74 |
|
|
2021
Q4 | $407K | Sell |
1,811
-609
| -25% | -$137K | 0.2% | 74 |
|
|
2021
Q3 | $515K | Buy |
2,420
+142
| +6% | +$30.2K | 0.26% | 65 |
|
|
2021
Q2 | $555K | Sell |
2,278
-40
| -2% | -$9.75K | 0.3% | 61 |
|
|
2021
Q1 | $577K | Buy |
2,318
+888
| +62% | +$221K | 0.34% | 58 |
|
|
2020
Q4 | $329K | Buy |
1,430
+2
| +0.1% | +$460 | 0.21% | 76 |
|
|
2020
Q3 | $363K | Buy |
1,428
+150
| +12% | +$38.1K | 0.27% | 66 |
|
|
2020
Q2 | $301K | Hold |
1,278
| – | – | 0.23% | 71 |
|
|
2020
Q1 | $259K | Buy |
1,278
+10
| +0.8% | +$2.03K | 0.24% | 68 |
|
|
2019
Q4 | $306K | Buy |
+1,268
| New | +$306K | 0.22% | 73 |
|