GCA
Gradient Capital Advisors’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $853K | Sell |
3,056
-38
| -1% | -$10.6K | 0.25% | 71 |
|
|
2025
Q1 | $964K | Sell |
3,094
-163
| -5% | -$50.8K | 0.31% | 60 |
|
|
2024
Q4 | $849K | Sell |
3,257
-320
| -9% | -$83.4K | 0.27% | 65 |
|
|
2024
Q3 | $1.15M | Buy |
3,577
+8
| +0.2% | +$2.58K | 0.38% | 56 |
|
|
2024
Q2 | $1.11M | Buy |
3,569
+9
| +0.3% | +$2.81K | 0.4% | 54 |
|
|
2024
Q1 | $1.01M | Sell |
3,560
-10
| -0.3% | -$2.84K | 0.37% | 60 |
|
|
2023
Q4 | $1.03M | Sell |
3,570
-13
| -0.4% | -$3.75K | 0.39% | 57 |
|
|
2023
Q3 | $963K | Buy |
3,583
+87
| +2% | +$23.4K | 0.4% | 53 |
|
|
2023
Q2 | $776K | Sell |
3,496
-49
| -1% | -$10.9K | 0.31% | 66 |
|
|
2023
Q1 | $857K | Sell |
3,545
-45
| -1% | -$10.9K | 0.36% | 63 |
|
|
2022
Q4 | $943K | Buy |
3,590
+17
| +0.5% | +$4.47K | 0.43% | 54 |
|
|
2022
Q3 | $805K | Buy |
3,573
+568
| +19% | +$128K | 0.38% | 62 |
|
|
2022
Q2 | $731K | Buy |
3,005
+1,923
| +178% | +$468K | 0.35% | 63 |
|
|
2022
Q1 | $262K | Sell |
1,082
-83
| -7% | -$20.1K | 0.11% | 105 |
|
|
2021
Q4 | $262K | Buy |
1,165
+5
| +0.4% | +$1.12K | 0.11% | 108 |
|
|
2021
Q3 | $247K | Sell |
1,160
-12
| -1% | -$2.56K | 0.11% | 106 |
|
|
2021
Q2 | $286K | Buy |
1,172
+23
| +2% | +$5.61K | 0.13% | 98 |
|
|
2021
Q1 | $286K | Buy |
1,149
+6
| +0.5% | +$1.49K | 0.15% | 95 |
|
|
2020
Q4 | $263K | Buy |
1,143
+66
| +6% | +$15.2K | 0.15% | 92 |
|
|
2020
Q3 | $274K | Sell |
1,077
-81
| -7% | -$20.6K | 0.17% | 85 |
|
|
2020
Q2 | $273K | Buy |
+1,158
| New | +$273K | 0.18% | 83 |
|
|
2020
Q1 | – | Sell |
-946
| Closed | -$228K | – | 87 |
|
|
2019
Q4 | $228K | Buy |
+946
| New | +$228K | 0.16% | 87 |
|