EFS
Essex Financial Services’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Buy |
6,217
+1,110
| +22% | +$310K | 0.11% | 168 |
|
|
2025
Q1 | $1.59M | Sell |
5,107
-92
| -2% | -$28.7K | 0.11% | 166 |
|
|
2024
Q4 | $1.36M | Buy |
5,199
+321
| +7% | +$83.7K | 0.1% | 185 |
|
|
2024
Q3 | $1.56M | Sell |
4,878
-1,862
| -28% | -$595K | 0.11% | 171 |
|
|
2024
Q2 | $2.19M | Buy |
6,740
+748
| +12% | +$243K | 0.16% | 123 |
|
|
2024
Q1 | $1.7M | Sell |
5,992
-101
| -2% | -$28.7K | 0.16% | 134 |
|
|
2023
Q4 | $1.76M | Sell |
6,093
-163
| -3% | -$47K | 0.18% | 116 |
|
|
2023
Q3 | $1.68M | Sell |
6,256
-78
| -1% | -$21K | 0.19% | 111 |
|
|
2023
Q2 | $1.41M | Sell |
6,334
-327
| -5% | -$72.6K | 0.16% | 130 |
|
|
2023
Q1 | $1.61M | Buy |
6,661
+330
| +5% | +$79.8K | 0.17% | 126 |
|
|
2022
Q4 | $1.66M | Sell |
6,331
-37
| -0.6% | -$9.71K | 0.18% | 118 |
|
|
2022
Q3 | $1.44M | Sell |
6,368
-45
| -0.7% | -$10.1K | 0.17% | 123 |
|
|
2022
Q2 | $1.56M | Sell |
6,413
-205
| -3% | -$49.9K | 0.17% | 120 |
|
|
2022
Q1 | $1.6M | Sell |
6,618
-91
| -1% | -$22K | 0.15% | 136 |
|
|
2021
Q4 | $1.51M | Sell |
6,709
-591
| -8% | -$133K | 0.15% | 149 |
|
|
2021
Q3 | $1.55M | Buy |
7,300
+4,284
| +142% | +$911K | 0.18% | 131 |
|
|
2021
Q2 | $750K | Hold |
3,016
| – | – | 0.11% | 191 |
|
|
2021
Q1 | $750K | Sell |
3,016
-2,046
| -40% | -$509K | 0.13% | 160 |
|
|
2020
Q4 | $1.16M | Buy |
5,062
+103
| +2% | +$23.7K | 0.23% | 106 |
|
|
2020
Q3 | $1.26M | Buy |
4,959
+115
| +2% | +$29.2K | 0.31% | 76 |
|
|
2020
Q2 | $1.14M | Sell |
4,844
-30
| -0.6% | -$7.08K | 0.35% | 75 |
|
|
2020
Q1 | $988K | Sell |
4,874
-5,106
| -51% | -$1.04M | 0.35% | 74 |
|
|
2019
Q4 | $2.41M | Buy |
9,980
+59
| +0.6% | +$14.2K | 0.66% | 43 |
|
|
2019
Q3 | $1.92M | Sell |
9,921
-40,328
| -80% | -$7.8M | 0.62% | 47 |
|
|
2019
Q2 | $9.26M | Buy |
50,249
+550
| +1% | +$101K | 2.73% | 5 |
|
|
2019
Q1 | $9.44M | Sell |
49,699
-514
| -1% | -$97.7K | 2.85% | 5 |
|
|
2018
Q4 | $9.78M | Sell |
50,213
-785
| -2% | -$153K | 2.99% | 5 |
|
|
2018
Q3 | $10.6M | Buy |
50,998
+3,483
| +7% | +$722K | 2.33% | 6 |
|
|
2018
Q2 | $8.77M | Buy |
47,515
+619
| +1% | +$114K | 2.11% | 8 |
|
|
2018
Q1 | $8M | Sell |
46,896
-5,450
| -10% | -$929K | 1.57% | 9 |
|
|
2017
Q4 | $9.1M | Sell |
52,346
-150
| -0.3% | -$26.1K | 2.16% | 8 |
|
|
2017
Q3 | $9.79M | Sell |
52,496
-204
| -0.4% | -$38K | 2.4% | 7 |
|
|
2017
Q2 | $9.08M | Sell |
52,700
-552
| -1% | -$95.1K | 1.91% | 7 |
|
|
2017
Q1 | $8.74M | Sell |
53,252
-945
| -2% | -$155K | 2.01% | 6 |
|
|
2016
Q4 | $7.92M | Buy |
54,197
+543
| +1% | +$79.4K | 1.7% | 9 |
|
|
2016
Q3 | $8.94M | Buy |
53,654
+630
| +1% | +$105K | 2.13% | 6 |
|
|
2016
Q2 | $8.07M | Sell |
53,024
-88
| -0.2% | -$13.4K | 1.95% | 7 |
|
|
2016
Q1 | $7.96M | Sell |
53,112
-50
| -0.1% | -$7.5K | 1.97% | 7 |
|
|
2015
Q4 | $8.63M | Buy |
53,162
+125
| +0.2% | +$20.3K | 2.07% | 6 |
|
|
2015
Q3 | $7.34M | Buy |
53,037
+29,850
| +129% | +$4.13M | 1.91% | 7 |
|
|
2015
Q2 | $3.56M | Sell |
23,187
-125
| -0.5% | -$19.2K | 0.92% | 24 |
|
|
2015
Q1 | $3.73M | Buy |
23,312
+100
| +0.4% | +$16K | 0.96% | 20 |
|
|
2014
Q4 | $3.7M | Buy |
23,212
+15,185
| +189% | +$2.42M | 0.96% | 21 |
|
|
2014
Q3 | $1.13M | Buy |
8,027
+1,385
| +21% | +$194K | 0.34% | 74 |
|
|
2014
Q2 | $786K | Sell |
6,642
-440
| -6% | -$52.1K | 0.24% | 107 |
|
|
2014
Q1 | $873K | Buy |
7,082
+645
| +10% | +$79.5K | 0.29% | 85 |
|
|
2013
Q4 | $734K | Buy |
6,437
+2,155
| +50% | +$246K | 0.25% | 100 |
|
|
2013
Q3 | $479 | Sell |
4,282
-228
| -5% | -$26 | 0.15% | 135 |
|
|
2013
Q2 | $445K | Buy |
+4,510
| New | +$445K | 0.16% | 141 |
|