Edmonds Duncan Registered Investment Advisors’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $891K | Buy |
2,766
+16
| +0.6% | +$5.23K | 0.2% | 57 |
|
|
2024
Q2 | $859K | Hold |
2,750
| – | – | 0.21% | 54 |
|
|
2024
Q1 | $782K | Hold |
2,750
| – | – | 0.2% | 57 |
|
|
2023
Q4 | $792K | Hold |
2,750
| – | – | 0.21% | 55 |
|
|
2023
Q3 | $739K | Hold |
2,750
| – | – | 0.21% | 59 |
|
|
2023
Q2 | $611K | Hold |
2,750
| – | – | 0.18% | 62 |
|
|
2023
Q1 | $665K | Sell |
2,750
-4
| -0.1% | -$982 | 0.21% | 63 |
|
|
2022
Q4 | $723K | Buy |
2,754
+4
| +0.1% | +$1.07K | 0.24% | 61 |
|
|
2022
Q3 | $620K | Hold |
2,750
| – | – | 0.22% | 64 |
|
|
2022
Q2 | $669K | Hold |
2,750
| – | – | 0.23% | 62 |
|
|
2022
Q1 | $665K | Hold |
2,750
| – | – | 0.19% | 67 |
|
|
2021
Q4 | $636K | Hold |
2,750
| – | – | 0.17% | 69 |
|
|
2021
Q3 | $585K | Hold |
2,750
| – | – | 0.18% | 79 |
|
|
2021
Q2 | $670K | Hold |
2,750
| – | – | 0.21% | 73 |
|
|
2021
Q1 | $684K | Hold |
2,750
| – | – | 0.23% | 68 |
|
|
2020
Q4 | $639K | Hold |
2,750
| – | – | 0.21% | 72 |
|
|
2020
Q3 | $699K | Hold |
2,750
| – | – | 0.29% | 59 |
|
|
2020
Q2 | $649K | Hold |
2,750
| – | – | 0.28% | 64 |
|
|
2020
Q1 | $558K | Hold |
2,750
| – | – | 0.28% | 62 |
|
|
2019
Q4 | $663K | Hold |
2,750
| – | – | 0.27% | 62 |
|
|
2019
Q3 | $532K | Hold |
2,750
| – | – | 0.22% | 62 |
|
|
2019
Q2 | $512K | Sell |
2,750
-28
| -1% | -$5.01K | 0.21% | 62 |
|
|
2019
Q1 | $528K | Hold |
2,778
| – | – | 0.22% | 64 |
|
|
2018
Q4 | $541K | Hold |
2,778
| – | – | 0.25% | 58 |
|
|
2018
Q3 | $576K | Hold |
2,778
| – | – | 0.24% | 62 |
|
|
2018
Q2 | $513K | Sell |
2,778
-235
| -8% | -$41.6K | 0.22% | 64 |
|
|
2018
Q1 | $514K | Buy |
3,013
+190
| +7% | +$34.9K | 0.23% | 63 |
|
|
2017
Q4 | $490K | Sell |
2,823
-228
| -7% | -$40.4K | 0.22% | 66 |
|
|
2017
Q3 | $530K | Hold |
3,051
| – | – | 0.25% | 62 |
|
|
2017
Q2 | $525K | Sell |
3,051
-69
| -2% | -$11.2K | 0.3% | 55 |
|
|
2017
Q1 | $514K | Hold |
3,120
| – | – | 0.27% | 58 |
|
|
2016
Q4 | $456K | Sell |
3,120
-40
| -1% | -$6.02K | 0.26% | 60 |
|
|
2016
Q3 | $514K | Sell |
3,160
-100
| -3% | -$16.9K | 0.31% | 58 |
|
|
2016
Q2 | $557K | Hold |
3,260
| – | – | 0.33% | 52 |
|
|
2016
Q1 | $489K | Sell |
3,260
-200
| -6% | -$29.7K | 0.33% | 56 |
|
|
2015
Q4 | $562K | Buy |
+3,460
| New | +$544K | 0.39% | 51 |
|
Other funds holding AMGN
Edmonds Duncan Registered Investment Advisors's AMGN Position: Q3 2024 in Review
Edmonds Duncan Registered Investment Advisors increased its Amgen (AMGN) stake by 0.58% in Q3 2024, buying an estimated $5.23K and bringing the position to 2,766 shares worth $891K. The position accounts for 0.2% of the portfolio, ranked #57.
Edmonds Duncan Registered Investment Advisors first reported a position in AMGN in Q4 2015 and has held it in 36 quarters since. 2,824 funds tracked by Wall St. Rank hold AMGN as of Q3 2024.
- Edmonds Duncan Registered Investment Advisors held 2,766 shares of Amgen worth $891K as of Q3 2024.
- Edmonds Duncan Registered Investment Advisors bought 16 Amgen shares in Q3 2024, an estimated $5.23K.
- Amgen made up 0.2% of Edmonds Duncan Registered Investment Advisors's portfolio in Q3 2024, its #57 holding.
- Edmonds Duncan Registered Investment Advisors first reported a position in Amgen in Q4 2015 and has held it in 36 quarters since.
- 2,824 funds tracked by Wall St. Rank held Amgen as of Q3 2024.
Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.