GA
Geller Advisors’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $482K | Sell |
1,850
-1
| -0.1% | -$261 | 0.03% | 140 |
|
|
2024
Q3 | $596K | Buy |
1,851
+13
| +0.7% | +$4.19K | 0.04% | 115 |
|
|
2024
Q2 | $574K | Sell |
1,838
-802
| -30% | -$251K | 0.04% | 123 |
|
|
2024
Q1 | $751K | Buy |
2,640
+45
| +2% | +$12.8K | 0.06% | 95 |
|
|
2023
Q4 | $747K | Sell |
2,595
-14
| -0.5% | -$4.03K | 0.07% | 86 |
|
|
2023
Q3 | $701K | Buy |
2,609
+219
| +9% | +$58.9K | 0.08% | 73 |
|
|
2023
Q2 | $531K | Buy |
2,390
+750
| +46% | +$167K | 0.07% | 107 |
|
|
2023
Q1 | $396K | Sell |
1,640
-335
| -17% | -$81K | 0.06% | 94 |
|
|
2022
Q4 | $519K | Buy |
1,975
+180
| +10% | +$47.3K | 0.09% | 52 |
|
|
2022
Q3 | $405K | Buy |
1,795
+272
| +18% | +$61.4K | 0.09% | 60 |
|
|
2022
Q2 | $371K | Sell |
1,523
-42
| -3% | -$10.2K | 0.08% | 69 |
|
|
2022
Q1 | $378K | Buy |
1,565
+364
| +30% | +$87.9K | 0.07% | 81 |
|
|
2021
Q4 | $270K | Sell |
1,201
-75
| -6% | -$16.9K | 0.05% | 126 |
|
|
2021
Q3 | $271K | Sell |
1,276
-397
| -24% | -$84.3K | 0.06% | 115 |
|
|
2021
Q2 | $408K | Sell |
1,673
-3
| -0.2% | -$732 | 0.09% | 63 |
|
|
2021
Q1 | $417K | Buy |
1,676
+395
| +31% | +$98.3K | 0.1% | 57 |
|
|
2020
Q4 | $344K | Hold |
1,281
| – | – | 0.09% | 67 |
|
|
2020
Q3 | $326K | Buy |
1,281
+16
| +1% | +$4.07K | 0.09% | 52 |
|
|
2020
Q2 | $298K | Buy |
+1,265
| New | +$298K | 0.09% | 56 |
|
|
2019
Q4 | – | Sell |
-1,298
| Closed | -$251K | – | 63 |
|
|
2019
Q3 | $251K | Buy |
+1,298
| New | +$251K | 0.09% | 49 |
|
|
2016
Q4 | – | Sell |
-1,900
| Closed | -$317K | – | 23 |
|
|
2016
Q3 | $317K | Hold |
1,900
| – | – | 0.18% | 20 |
|
|
2016
Q2 | $289K | Hold |
1,900
| – | – | 0.17% | 19 |
|
|
2016
Q1 | $285K | Sell |
1,900
-754
| -28% | -$113K | 0.17% | 20 |
|
|
2015
Q4 | $431K | Buy |
2,654
+754
| +40% | +$122K | 0.26% | 18 |
|
|
2015
Q3 | $263K | Hold |
1,900
| – | – | 0.17% | 22 |
|
|
2015
Q2 | $292K | Hold |
1,900
| – | – | 0.17% | 24 |
|
|
2015
Q1 | $304K | Hold |
1,900
| – | – | 0.18% | 26 |
|
|
2014
Q4 | $303K | Buy |
+1,900
| New | +$303K | 0.18% | 26 |
|