Heritage Wealth Advisors’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $551K | Hold |
1,973
| – | – | 0.03% | 122 |
|
|
2025
Q1 | $615K | Sell |
1,973
-1,150
| -37% | -$358K | 0.03% | 111 |
|
|
2024
Q4 | $814K | Sell |
3,123
-104
| -3% | -$27.1K | 0.04% | 96 |
|
|
2024
Q3 | $1.04M | Buy |
3,227
+134
| +4% | +$43.2K | 0.05% | 87 |
|
|
2024
Q2 | $966K | Sell |
3,093
-406
| -12% | -$127K | 0.04% | 87 |
|
|
2024
Q1 | $995K | Sell |
3,499
-100
| -3% | -$28.4K | 0.05% | 89 |
|
|
2023
Q4 | $1.04M | Sell |
3,599
-150
| -4% | -$43.2K | 0.05% | 84 |
|
|
2023
Q3 | $1.01M | Sell |
3,749
-230
| -6% | -$61.8K | 0.05% | 80 |
|
|
2023
Q2 | $883K | Sell |
3,979
-37
| -0.9% | -$8.22K | 0.05% | 90 |
|
|
2023
Q1 | $971K | Buy |
4,016
+15
| +0.4% | +$3.63K | 0.05% | 85 |
|
|
2022
Q4 | $1.05M | Buy |
4,001
+55
| +1% | +$14.4K | 0.06% | 79 |
|
|
2022
Q3 | $889K | Sell |
3,946
-127
| -3% | -$28.6K | 0.06% | 80 |
|
|
2022
Q2 | $991K | Buy |
4,073
+190
| +5% | +$46.2K | 0.07% | 76 |
|
|
2022
Q1 | $939K | Sell |
3,883
-513
| -12% | -$124K | 0.05% | 87 |
|
|
2021
Q4 | $989K | Buy |
4,396
+295
| +7% | +$66.4K | 0.05% | 96 |
|
|
2021
Q3 | $872K | Hold |
4,101
| – | – | 0.05% | 94 |
|
|
2021
Q2 | $1,000K | Hold |
4,101
| – | – | 0.06% | 81 |
|
|
2021
Q1 | $1.02M | Sell |
4,101
-81
| -2% | -$20.2K | 0.06% | 83 |
|
|
2020
Q4 | $962K | Buy |
4,182
+334
| +9% | +$76.8K | 0.06% | 89 |
|
|
2020
Q3 | $978K | Buy |
3,848
+124
| +3% | +$31.5K | 0.13% | 61 |
|
|
2020
Q2 | $878K | Hold |
3,724
| – | – | 0.12% | 62 |
|
|
2020
Q1 | $755K | Sell |
3,724
-799
| -18% | -$162K | 0.14% | 63 |
|
|
2019
Q4 | $1.09M | Sell |
4,523
-200
| -4% | -$48.2K | 0.14% | 65 |
|
|
2019
Q3 | $913K | Sell |
4,723
-272
| -5% | -$52.6K | 0.13% | 67 |
|
|
2019
Q2 | $921K | Sell |
4,995
-11,033
| -69% | -$2.03M | 0.14% | 70 |
|
|
2019
Q1 | $3.05M | Sell |
16,028
-3,473
| -18% | -$660K | 0.5% | 27 |
|
|
2018
Q4 | $3.8M | Buy |
19,501
+229
| +1% | +$44.6K | 0.74% | 17 |
|
|
2018
Q3 | $3.99M | Buy |
19,272
+1,896
| +11% | +$393K | 0.78% | 16 |
|
|
2018
Q2 | $3.21M | Buy |
17,376
+554
| +3% | +$102K | 1.2% | 14 |
|
|
2018
Q1 | $2.86M | Buy |
16,822
+778
| +5% | +$132K | 1.19% | 14 |
|
|
2017
Q4 | $2.79M | Buy |
16,044
+388
| +2% | +$67.5K | 1.19% | 14 |
|
|
2017
Q3 | $2.92M | Buy |
15,656
+468
| +3% | +$87.3K | 1.47% | 11 |
|
|
2017
Q2 | $2.62M | Buy |
15,188
+198
| +1% | +$34.1K | 1.36% | 13 |
|
|
2017
Q1 | $2.46M | Buy |
14,990
+10,838
| +261% | +$1.78M | 1.33% | 12 |
|
|
2016
Q4 | $607K | Sell |
4,152
-382
| -8% | -$55.8K | 0.4% | 40 |
|
|
2016
Q3 | $755K | Buy |
4,534
+507
| +13% | +$84.4K | 0.52% | 33 |
|
|
2016
Q2 | $612K | Buy |
4,027
+134
| +3% | +$20.4K | 0.41% | 34 |
|
|
2016
Q1 | $583K | Hold |
3,893
| – | – | 0.46% | 32 |
|
|
2015
Q4 | $633K | Hold |
3,893
| – | – | 0.53% | 27 |
|
|
2015
Q3 | $538K | Buy |
3,893
+73
| +2% | +$10.1K | 0.46% | 28 |
|
|
2015
Q2 | $586K | Sell |
3,820
-120
| -3% | -$18.4K | 0.49% | 37 |
|
|
2015
Q1 | $637K | Buy |
3,940
+420
| +12% | +$67.9K | 0.53% | 33 |
|
|
2014
Q4 | $561K | Hold |
3,520
| – | – | 0.5% | 39 |
|
|
2014
Q3 | $494K | Hold |
3,520
| – | – | 0.51% | 39 |
|
|
2014
Q2 | $417K | Hold |
3,520
| – | – | 0.45% | 44 |
|
|
2014
Q1 | $434K | Sell |
3,520
-65
| -2% | -$8.01K | 0.5% | 39 |
|
|
2013
Q4 | $409K | Buy |
+3,585
| New | +$409K | 0.52% | 40 |
|