Focused Wealth Management’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-243
| Closed | -$70K | – | 240 |
|
|
2023
Q4 | $70K | Buy |
243
+40
| +20% | +$10.9K | 0.01% | 264 |
|
|
2023
Q3 | $54.6K | Hold |
203
| – | – | 0.01% | 282 |
|
|
2023
Q2 | $45.1K | Hold |
203
| – | – | 0.01% | 319 |
|
|
2023
Q1 | $49.1K | Hold |
203
| – | – | 0.01% | 311 |
|
|
2022
Q4 | $53.3K | Hold |
203
| – | – | 0.01% | 300 |
|
|
2022
Q3 | $46K | Hold |
203
| – | – | 0.01% | 289 |
|
|
2022
Q2 | $49K | Hold |
203
| – | – | 0.01% | 289 |
|
|
2022
Q1 | $49K | Sell |
203
-829
| -80% | -$190K | 0.01% | 312 |
|
|
2021
Q4 | $232K | Buy |
1,032
+829
| +408% | +$175K | 0.04% | 159 |
|
|
2021
Q3 | $43K | Buy |
203
+3
| +2% | +$690 | 0.01% | 403 |
|
|
2021
Q2 | $49K | Sell |
200
-100
| -33% | -$24.6K | 0.01% | 373 |
|
|
2021
Q1 | $75K | Hold |
300
| – | – | 0.01% | 320 |
|
|
2020
Q4 | $69K | Sell |
300
-875
| -74% | -$202K | 0.01% | 310 |
|
|
2020
Q3 | $299K | Sell |
1,175
-175
| -13% | -$43.4K | 0.06% | 109 |
|
|
2020
Q2 | $318K | Hold |
1,350
| – | – | 0.07% | 107 |
|
|
2020
Q1 | $274K | Hold |
1,350
| – | – | 0.08% | 100 |
|
|
2019
Q4 | $325K | Hold |
1,350
| – | – | 0.08% | 108 |
|
|
2019
Q3 | $261K | Hold |
1,350
| – | – | 0.07% | 110 |
|
|
2019
Q2 | $249K | Buy |
+1,350
| New | +$242K | 0.07% | 122 |
|
|
2018
Q2 | – | Sell |
-1,352
| Closed | -$230K | – | 651 |
|
|
2018
Q1 | $230K | Sell |
1,352
-400
| -23% | -$73.4K | 0.07% | 138 |
|
|
2017
Q4 | $305K | Buy |
1,752
+801
| +84% | +$142K | 0.1% | 108 |
|
|
2017
Q3 | $177K | Buy |
951
+100
| +12% | +$17.7K | 0.06% | 127 |
|
|
2017
Q2 | $147K | Hold |
851
| – | – | 0.05% | 182 |
|
|
2017
Q1 | $140K | Sell |
851
-19
| -2% | -$3.16K | 0.05% | 186 |
|
|
2016
Q4 | $127K | Buy |
870
+620
| +248% | +$93.3K | 0.05% | 201 |
|
|
2016
Q3 | $42K | Buy |
250
+50
| +25% | +$8.46K | 0.02% | 294 |
|
|
2016
Q2 | $30K | Hold |
200
| – | – | 0.01% | 304 |
|
|
2016
Q1 | $30K | Hold |
200
| – | – | 0.02% | 249 |
|
|
2015
Q4 | $32K | Hold |
200
| – | – | 0.02% | 264 |
|
|
2015
Q3 | $28K | Hold |
200
| – | – | 0.02% | 255 |
|
|
2015
Q2 | $31K | Hold |
200
| – | – | 0.02% | 256 |
|
|
2015
Q1 | $32K | Hold |
200
| – | – | 0.02% | 255 |
|
|
2014
Q4 | $32K | Hold |
200
| – | – | 0.02% | 245 |
|
|
2014
Q3 | $28K | Hold |
200
| – | – | 0.02% | 271 |
|
|
2014
Q2 | $24K | Hold |
200
| – | – | 0.02% | 279 |
|
|
2014
Q1 | $25K | Sell |
200
-200
| -50% | -$24.3K | 0.02% | 254 |
|
|
2013
Q4 | $46K | Buy |
400
+200
| +100% | +$22.8K | 0.04% | 174 |
|
|
2013
Q3 | $22K | Buy |
+200
| New | +$21.7K | 0.02% | 263 |
|
Other funds holding AMGN
Focused Wealth Management's AMGN Position: Q1 2024 in Review
Focused Wealth Management sold out of Amgen (AMGN) in Q1 2024, closing a stake of 243 shares — an estimated $70K sold.
Focused Wealth Management first reported a position in AMGN in Q3 2013 and held it in 38 quarters. The position peaked at $325K in Q4 2019. 2,715 funds tracked by Wall St. Rank hold AMGN as of Q1 2024.
- Focused Wealth Management reported no remaining Amgen position as of Q1 2024 after selling out during the quarter.
- Focused Wealth Management sold 243 Amgen shares in Q1 2024, an estimated $70K.
- Focused Wealth Management first reported a position in Amgen in Q3 2013 and held it in 38 quarters.
- Focused Wealth Management's Amgen position peaked at $325K in Q4 2019.
- 2,715 funds tracked by Wall St. Rank held Amgen as of Q1 2024.
Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.