Evernest Financial 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 | $927K | Buy |
3,319
+319
| +11% | +$89.1K | 0.3% | 71 |
|
|
2025
Q1 | $935K | Buy |
3,000
+275
| +10% | +$85.7K | 0.34% | 69 |
|
|
2024
Q4 | $710K | Buy |
2,725
+62
| +2% | +$16.2K | 0.18% | 90 |
|
|
2024
Q3 | $858K | Buy |
2,663
+99
| +4% | +$31.9K | 0.23% | 72 |
|
|
2024
Q2 | $801K | Sell |
2,564
-154
| -6% | -$48.1K | 0.36% | 62 |
|
|
2024
Q1 | $731K | Buy |
2,718
+106
| +4% | +$28.5K | 0.35% | 62 |
|
|
2023
Q4 | $752K | Buy |
+2,612
| New | +$752K | 0.38% | 64 |
|
|
2021
Q4 | $768K | Buy |
+2,638
| New | +$768K | 0.4% | 58 |
|