GoalVest Advisory’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Sell |
1,131
-3
| -0.3% | -$838 | 0.08% | 104 |
|
|
2025
Q1 | $353K | Sell |
1,134
-68
| -6% | -$21.2K | 0.1% | 92 |
|
|
2024
Q4 | $313K | Buy |
1,202
+600
| +100% | +$156K | 0.09% | 98 |
|
|
2024
Q3 | $194K | Sell |
602
-80
| -12% | -$25.8K | 0.06% | 108 |
|
|
2024
Q2 | $213K | Buy |
682
+145
| +27% | +$45.3K | 0.07% | 97 |
|
|
2024
Q1 | $153K | Buy |
537
+367
| +216% | +$104K | 0.05% | 125 |
|
|
2023
Q4 | $49K | Buy |
170
+81
| +91% | +$23.3K | 0.02% | 140 |
|
|
2023
Q3 | $23.9K | Hold |
89
| – | – | 0.01% | 201 |
|
|
2023
Q2 | $19.8K | Buy |
+89
| New | +$19.8K | 0.01% | 202 |
|
|
2022
Q2 | – | Sell |
-6
| Closed | -$1K | – | 313 |
|
|
2022
Q1 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 306 |
|
|
2021
Q1 | – | Sell |
-1,767
| Closed | -$406K | – | 175 |
|
|
2020
Q4 | $406K | Buy |
+1,767
| New | +$406K | 0.34% | 83 |
|