Heritage Oak Wealth Advisors’s Amgen AMGN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,872
Closed -$585K 151
2024
Q2
$585K Buy
+1,872
New +$585K 0.3% 46