HHGA
Halbert Hargrove Global Advisors’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-33
| Closed | -$10.2K | – | 319 |
|
|
2025
Q1 | $10.2K | Buy |
+33
| New | +$10.2K | ﹤0.01% | 233 |
|
|
2023
Q2 | – | Sell |
-1,254
| Closed | -$303K | – | 94 |
|
|
2023
Q1 | $303K | Sell |
1,254
-21
| -2% | -$5.08K | 0.02% | 105 |
|
|
2022
Q4 | $335K | Buy |
1,275
+67
| +6% | +$17.6K | 0.02% | 93 |
|
|
2022
Q3 | $272K | Buy |
1,208
+56
| +5% | +$12.6K | 0.02% | 111 |
|
|
2022
Q2 | $280K | Buy |
1,152
+33
| +3% | +$8.02K | 0.02% | 111 |
|
|
2022
Q1 | $271K | Buy |
1,119
+38
| +4% | +$9.2K | 0.02% | 125 |
|
|
2021
Q4 | $243K | Sell |
1,081
-79
| -7% | -$17.8K | 0.02% | 132 |
|
|
2021
Q3 | $247K | Sell |
1,160
-309
| -21% | -$65.8K | 0.02% | 121 |
|
|
2021
Q2 | $358K | Buy |
1,469
+314
| +27% | +$76.5K | 0.02% | 88 |
|
|
2021
Q1 | $287K | Buy |
1,155
+29
| +3% | +$7.21K | 0.02% | 91 |
|
|
2020
Q4 | $259K | Buy |
1,126
+3
| +0.3% | +$690 | 0.02% | 89 |
|
|
2020
Q3 | $285K | Buy |
1,123
+31
| +3% | +$7.87K | 0.03% | 71 |
|
|
2020
Q2 | $258K | Sell |
1,092
-53
| -5% | -$12.5K | 0.04% | 69 |
|
|
2020
Q1 | $232K | Buy |
1,145
+33
| +3% | +$6.69K | 0.04% | 64 |
|
|
2019
Q4 | $268K | Sell |
1,112
-65
| -6% | -$15.7K | 0.07% | 54 |
|
|
2019
Q3 | $228K | Buy |
1,177
+77
| +7% | +$14.9K | 0.06% | 64 |
|
|
2019
Q2 | $203K | Sell |
1,100
-4
| -0.4% | -$738 | 0.06% | 71 |
|
|
2019
Q1 | $210K | Sell |
1,104
-9
| -0.8% | -$1.71K | 0.74% | 36 |
|
|
2018
Q4 | $217K | Buy |
1,113
+3
| +0.3% | +$585 | 0.05% | 68 |
|
|
2018
Q3 | $230K | Sell |
1,110
-51
| -4% | -$10.6K | 0.06% | 68 |
|
|
2018
Q2 | $214K | Sell |
1,161
-12
| -1% | -$2.21K | 0.06% | 67 |
|
|
2018
Q1 | $200K | Buy |
+1,173
| New | +$200K | 0.05% | 71 |
|
|
2017
Q4 | – | Sell |
-1,099
| Closed | -$205K | – | 72 |
|
|
2017
Q3 | $205K | Buy |
+1,099
| New | +$205K | 0.06% | 63 |
|
|
2016
Q4 | – | Sell |
-1,337
| Closed | -$223K | – | 73 |
|
|
2016
Q3 | $223K | Sell |
1,337
-162
| -11% | -$27K | 0.06% | 61 |
|
|
2016
Q2 | $228K | Buy |
1,499
+52
| +4% | +$7.91K | 0.07% | 64 |
|
|
2016
Q1 | $217K | Sell |
1,447
-234
| -14% | -$35.1K | 0.08% | 70 |
|
|
2015
Q4 | $273K | Sell |
1,681
-74
| -4% | -$12K | 0.12% | 71 |
|
|
2015
Q3 | $243K | Sell |
1,755
-1,831
| -51% | -$254K | 0.12% | 76 |
|
|
2015
Q2 | $551K | Sell |
3,586
-160
| -4% | -$24.6K | 0.13% | 70 |
|
|
2015
Q1 | $599K | Buy |
3,746
+1,562
| +72% | +$250K | 0.19% | 67 |
|
|
2014
Q4 | $348K | Buy |
2,184
+10
| +0.5% | +$1.59K | 0.17% | 67 |
|
|
2014
Q3 | $305K | Buy |
+2,174
| New | +$305K | 0.08% | 95 |
|
|
2014
Q2 | – | Sell |
-3,670
| Closed | -$453K | – | 122 |
|
|
2014
Q1 | $453K | Sell |
3,670
-198
| -5% | -$24.4K | 0.14% | 48 |
|
|
2013
Q4 | $441K | Sell |
3,868
-81
| -2% | -$9.24K | 0.14% | 50 |
|
|
2013
Q3 | $442K | Buy |
3,949
+6
| +0.2% | +$672 | 0.15% | 48 |
|
|
2013
Q2 | $389K | Buy |
+3,943
| New | +$389K | 0.14% | 55 |
|