Fairhaven Wealth Management’s Amgen AMGN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-1,328
Closed -$282K 122
2021
Q3
$282K Hold
1,328
0.12% 82
2021
Q2
$324K Sell
1,328
-26
-2% -$6.34K 0.13% 80
2021
Q1
$337K Hold
1,354
0.14% 76
2020
Q4
$311K Buy
1,354
+44
+3% +$10.1K 0.14% 77
2020
Q3
$333K Hold
1,310
0.2% 60
2020
Q2
$309K Buy
1,310
+299
+30% +$70.5K 0.2% 61
2020
Q1
$205K Sell
1,011
-225
-18% -$45.6K 0.19% 65
2019
Q4
$298K Sell
1,236
-164
-12% -$39.5K 0.25% 54
2019
Q3
$271K Hold
1,400
0.25% 52
2019
Q2
$258K Buy
1,400
+135
+11% +$24.9K 0.24% 57
2019
Q1
$240K Buy
1,265
+185
+17% +$35.1K 0.23% 65
2018
Q4
$210K Buy
+1,080
New +$210K 0.21% 66