Heck Capital Advisors’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,204
| Closed | -$300K | – | 114 |
|
|
2021
Q1 | $300K | Sell |
1,204
-27
| -2% | -$6.72K | 0.07% | 99 |
|
|
2020
Q4 | $283K | Sell |
1,231
-4
| -0.3% | -$920 | 0.07% | 91 |
|
|
2020
Q3 | $314K | Buy |
1,235
+97
| +9% | +$24.7K | 0.09% | 76 |
|
|
2020
Q2 | $268K | Buy |
1,138
+267
| +31% | +$63K | 0.06% | 83 |
|
|
2020
Q1 | $177K | Sell |
871
-27
| -3% | -$5.47K | 0.05% | 81 |
|
|
2019
Q4 | $216K | Buy |
898
+29
| +3% | +$6.99K | 0.05% | 85 |
|
|
2019
Q3 | $168K | Buy |
869
+33
| +4% | +$6.39K | 0.05% | 89 |
|
|
2019
Q2 | $154K | Buy |
836
+34
| +4% | +$6.27K | 0.04% | 88 |
|
|
2019
Q1 | $152K | Buy |
802
+28
| +4% | +$5.32K | 0.05% | 83 |
|
|
2018
Q4 | $151K | Sell |
774
-18
| -2% | -$3.5K | 0.06% | 82 |
|
|
2018
Q3 | $164K | Sell |
792
-48
| -6% | -$9.95K | 0.05% | 79 |
|
|
2018
Q2 | $155K | Buy |
840
+9
| +1% | +$1.66K | 0.06% | 77 |
|
|
2018
Q1 | $142K | Sell |
831
-1
| -0.1% | -$170 | 0.06% | 73 |
|
|
2017
Q4 | $145K | Buy |
832
+3
| +0.4% | +$522 | 0.07% | 69 |
|
|
2017
Q3 | $155K | Buy |
829
+25
| +3% | +$4.66K | 0.08% | 64 |
|
|
2017
Q2 | $138K | Sell |
804
-62
| -7% | -$10.7K | 0.08% | 55 |
|
|
2017
Q1 | $142K | Sell |
866
-36
| -4% | -$5.91K | 0.09% | 52 |
|
|
2016
Q4 | $132K | Buy |
+902
| New | +$132K | 0.1% | 51 |
|