Genovese Burford & Brothers Wealth & Retirement Plan Management’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $469K | Sell |
2,038
-38
| -2% | -$8.75K | 0.12% | 63 |
|
|
2020
Q3 | $528K | Buy |
2,076
+37
| +2% | +$9.41K | 0.15% | 52 |
|
|
2020
Q2 | $481K | Sell |
2,039
-48
| -2% | -$11.3K | 0.14% | 46 |
|
|
2020
Q1 | $423K | Buy |
2,087
+64
| +3% | +$13K | 0.12% | 50 |
|
|
2019
Q4 | $488K | Buy |
+2,023
| New | +$488K | 0.11% | 63 |
|
|
2018
Q3 | – | Sell |
-476
| Closed | -$88K | – | 104 |
|
|
2018
Q2 | $88K | Buy |
476
+1
| +0.2% | +$185 | 0.03% | 123 |
|
|
2018
Q1 | $81K | Buy |
475
+1
| +0.2% | +$171 | 0.03% | 127 |
|
|
2017
Q4 | $89K | Buy |
474
+204
| +76% | +$38.3K | 0.23% | 70 |
|
|
2017
Q3 | $50K | Hold |
270
| – | – | 0.02% | 147 |
|
|
2017
Q2 | $46K | Hold |
270
| – | – | 0.02% | 149 |
|
|
2017
Q1 | $45K | Hold |
270
| – | – | 0.02% | 151 |
|
|
2016
Q4 | $40K | Hold |
270
| – | – | 0.01% | 180 |
|
|
2016
Q3 | $45K | Buy |
270
+30
| +13% | +$5K | 0.02% | 161 |
|
|
2016
Q2 | $36K | Hold |
240
| – | – | 0.01% | 169 |
|
|
2016
Q1 | $35K | Hold |
240
| – | – | 0.02% | 160 |
|
|
2015
Q4 | $39K | Buy |
+240
| New | +$39K | 0.02% | 149 |
|