HBK Sorce 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 | $2.71M | Sell |
9,716
-2,036
| -17% | -$568K | 0.07% | 113 |
|
2025
Q1 | $3.66M | Sell |
11,752
-153
| -1% | -$47.7K | 0.11% | 85 |
|
2024
Q4 | $3.1M | Sell |
11,905
-779
| -6% | -$203K | 0.09% | 100 |
|
2024
Q3 | $4.09M | Sell |
12,684
-274
| -2% | -$88.3K | 0.12% | 76 |
|
2024
Q2 | $4.05M | Buy |
12,958
+780
| +6% | +$244K | 0.14% | 71 |
|
2024
Q1 | $3.46M | Buy |
12,178
+31
| +0.3% | +$8.81K | 0.12% | 90 |
|
2023
Q4 | $3.5M | Sell |
12,147
-179
| -1% | -$51.6K | 0.14% | 80 |
|
2023
Q3 | $3.31M | Buy |
12,326
+648
| +6% | +$174K | 0.15% | 82 |
|
2023
Q2 | $2.59M | Sell |
11,678
-752
| -6% | -$167K | 0.11% | 111 |
|
2023
Q1 | $3M | Sell |
12,430
-14,410
| -54% | -$3.48M | 0.14% | 97 |
|
2022
Q4 | $7.05M | Buy |
26,840
+11,581
| +76% | +$3.04M | 0.19% | 73 |
|
2022
Q3 | $3.44M | Buy |
15,259
+592
| +4% | +$133K | 0.23% | 68 |
|
2022
Q2 | $3.57M | Buy |
14,667
+258
| +2% | +$62.8K | 0.26% | 54 |
|
2022
Q1 | $3.48M | Buy |
14,409
+1,472
| +11% | +$356K | 0.19% | 81 |
|
2021
Q4 | $2.91M | Buy |
12,937
+985
| +8% | +$222K | 0.15% | 102 |
|
2021
Q3 | $2.54M | Sell |
11,952
-986
| -8% | -$210K | 0.14% | 111 |
|
2021
Q2 | $3.15M | Sell |
12,938
-78
| -0.6% | -$19K | 0.17% | 91 |
|
2021
Q1 | $3.24M | Buy |
13,016
+404
| +3% | +$101K | 0.19% | 82 |
|
2020
Q4 | $2.9M | Buy |
12,612
+1,673
| +15% | +$385K | 0.18% | 84 |
|
2020
Q3 | $2.78M | Sell |
10,939
-809
| -7% | -$206K | 0.2% | 75 |
|
2020
Q2 | $2.77M | Sell |
11,748
-269
| -2% | -$63.4K | 0.21% | 73 |
|
2020
Q1 | $2.44M | Buy |
12,017
+140
| +1% | +$28.4K | 0.24% | 69 |
|
2019
Q4 | $2.86M | Buy |
11,877
+1,697
| +17% | +$409K | 0.25% | 76 |
|
2019
Q3 | $1.97M | Sell |
10,180
-34
| -0.3% | -$6.58K | 0.19% | 94 |
|
2019
Q2 | $1.88M | Sell |
10,214
-12
| -0.1% | -$2.21K | 0.18% | 101 |
|
2019
Q1 | $1.94M | Buy |
10,226
+591
| +6% | +$112K | 0.19% | 99 |
|
2018
Q4 | $1.88M | Buy |
9,635
+60
| +0.6% | +$11.7K | 0.21% | 93 |
|
2018
Q3 | $1.98M | Buy |
9,575
+64
| +0.7% | +$13.3K | 0.22% | 78 |
|
2018
Q2 | $1.76M | Buy |
9,511
+735
| +8% | +$136K | 0.2% | 85 |
|
2018
Q1 | $1.5M | Buy |
8,776
+920
| +12% | +$157K | 0.19% | 90 |
|
2017
Q4 | $1.37M | Buy |
7,856
+4,243
| +117% | +$738K | 0.16% | 101 |
|
2017
Q3 | $674K | Sell |
3,613
-2
| -0.1% | -$373 | 0.1% | 142 |
|
2017
Q2 | $623K | Buy |
+3,615
| New | +$623K | 0.1% | 148 |
|
2017
Q1 | – | Sell |
-3,385
| Closed | -$495K | – | 166 |
|
2016
Q4 | $495K | Sell |
3,385
-1,013
| -23% | -$148K | 0.09% | 161 |
|
2016
Q3 | $734K | Buy |
4,398
+546
| +14% | +$91.1K | 0.15% | 111 |
|
2016
Q2 | $586K | Buy |
3,852
+106
| +3% | +$16.1K | 0.13% | 128 |
|
2016
Q1 | $562K | Buy |
3,746
+1,414
| +61% | +$212K | 0.13% | 115 |
|
2015
Q4 | $379K | Buy |
2,332
+92
| +4% | +$15K | 0.1% | 140 |
|
2015
Q3 | $310K | Buy |
2,240
+122
| +6% | +$16.9K | 0.1% | 133 |
|
2015
Q2 | $325K | Hold |
2,118
| – | – | 0.11% | 126 |
|
2015
Q1 | $339K | Sell |
2,118
-301
| -12% | -$48.2K | 0.12% | 104 |
|
2014
Q4 | $385K | Sell |
2,419
-465
| -16% | -$74K | 0.13% | 117 |
|
2014
Q3 | $405K | Sell |
2,884
-35
| -1% | -$4.92K | 0.15% | 100 |
|
2014
Q2 | $346K | Sell |
2,919
-100
| -3% | -$11.9K | 0.12% | 116 |
|
2014
Q1 | $372K | Sell |
3,019
-250
| -8% | -$30.8K | 0.14% | 104 |
|
2013
Q4 | $373K | Hold |
3,269
| – | – | 0.13% | 101 |
|
2013
Q3 | $366K | Sell |
3,269
-2,769
| -46% | -$310K | 0.15% | 99 |
|
2013
Q2 | $596K | Buy |
+6,038
| New | +$596K | 0.13% | 116 |
|