Essex Private Wealth Management’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,893
| Closed | -$876K | – | 36 |
|
|
2021
Q4 | $876K | Buy |
3,893
+24
| +0.6% | +$5.4K | 0.74% | 22 |
|
|
2021
Q3 | $823K | Sell |
3,869
-42
| -1% | -$8.93K | 0.75% | 24 |
|
|
2021
Q2 | $953K | Sell |
3,911
-54
| -1% | -$13.2K | 0.87% | 23 |
|
|
2021
Q1 | $987K | Sell |
3,965
-403
| -9% | -$100K | 0.94% | 23 |
|
|
2020
Q4 | $1M | Hold |
4,368
| – | – | 0.98% | 24 |
|
|
2020
Q3 | $1.11M | Sell |
4,368
-31
| -0.7% | -$7.88K | 1.15% | 22 |
|
|
2020
Q2 | $1.04M | Sell |
4,399
-2
| -0% | -$471 | 1.2% | 20 |
|
|
2020
Q1 | $892K | Sell |
4,401
-452
| -9% | -$91.6K | 1.16% | 20 |
|
|
2019
Q4 | $1.17M | Buy |
+4,853
| New | +$1.17M | 1.18% | 20 |
|