ERTS Wealth 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 | – | Sell |
-884
| Closed | -$275K | – | 31 |
|
|
2025
Q1 | $275K | Sell |
884
-133
| -13% | -$41.4K | 0.05% | 69 |
|
|
2024
Q4 | $265K | Sell |
1,017
-313
| -24% | -$81.6K | 0.05% | 76 |
|
|
2024
Q3 | $429K | Sell |
1,330
-96
| -7% | -$30.9K | 0.08% | 53 |
|
|
2024
Q2 | $446K | Sell |
1,426
-6
| -0.4% | -$1.88K | 0.09% | 51 |
|
|
2024
Q1 | $407K | Sell |
1,432
-59
| -4% | -$16.8K | 0.08% | 54 |
|
|
2023
Q4 | $429K | Buy |
1,491
+44
| +3% | +$12.7K | 0.09% | 50 |
|
|
2023
Q3 | $389K | Sell |
1,447
-9
| -0.6% | -$2.42K | 0.09% | 51 |
|
|
2023
Q2 | $323K | Buy |
1,456
+5
| +0.3% | +$1.11K | 0.08% | 64 |
|
|
2023
Q1 | $351K | Sell |
1,451
-96
| -6% | -$23.2K | 0.09% | 62 |
|
|
2022
Q4 | $406K | Sell |
1,547
-1
| -0.1% | -$263 | 0.11% | 64 |
|
|
2022
Q3 | $349K | Sell |
1,548
-4
| -0.3% | -$902 | 0.1% | 58 |
|
|
2022
Q2 | $378K | Hold |
1,552
| – | – | 0.11% | 60 |
|
|
2022
Q1 | $375K | Sell |
1,552
-396
| -20% | -$95.7K | 0.11% | 54 |
|
|
2021
Q4 | $436K | Buy |
1,948
+14
| +0.7% | +$3.13K | 0.1% | 54 |
|
|
2021
Q3 | $411K | Sell |
1,934
-34
| -2% | -$7.23K | 0.11% | 54 |
|
|
2021
Q2 | $480K | Hold |
1,968
| – | – | 0.13% | 53 |
|
|
2021
Q1 | $490K | Buy |
1,968
+107
| +6% | +$26.6K | 0.15% | 51 |
|
|
2020
Q4 | $428K | Buy |
1,861
+1
| +0.1% | +$230 | 0.14% | 54 |
|
|
2020
Q3 | $473K | Buy |
1,860
+11
| +0.6% | +$2.8K | 0.18% | 46 |
|
|
2020
Q2 | $436K | Sell |
1,849
-456
| -20% | -$108K | 0.18% | 50 |
|
|
2020
Q1 | $467K | Sell |
2,305
-455
| -16% | -$92.2K | 0.23% | 48 |
|
|
2019
Q4 | $665K | Buy |
2,760
+125
| +5% | +$30.1K | 0.3% | 33 |
|
|
2019
Q3 | $510K | Buy |
2,635
+544
| +26% | +$105K | 0.26% | 41 |
|
|
2019
Q2 | $385K | Sell |
2,091
-108
| -5% | -$19.9K | 0.21% | 56 |
|
|
2019
Q1 | $418K | Hold |
2,199
| – | – | 0.25% | 51 |
|
|
2018
Q4 | $428K | Buy |
+2,199
| New | +$428K | 0.31% | 45 |
|