Fermata Advisors’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,312
| Closed | -$423K | – | 268 |
|
|
2024
Q3 | $423K | Buy |
1,312
+30
| +2% | +$9.67K | 0.09% | 137 |
|
|
2024
Q2 | $401K | Buy |
+1,282
| New | +$401K | 0.09% | 134 |
|
|
2021
Q4 | – | Sell |
-976
| Closed | -$208K | – | 185 |
|
|
2021
Q3 | $208K | Sell |
976
-42
| -4% | -$8.95K | 0.09% | 169 |
|
|
2021
Q2 | $248K | Buy |
+1,018
| New | +$248K | 0.14% | 123 |
|