Heritage Wealth Management (Arizona)’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $90.3K | Buy |
344
+212
| +161% | +$55.7K | 0.01% | 426 |
|
|
2022
Q3 | $30K | Buy |
132
+16
| +14% | +$3.64K | 0.01% | 467 |
|
|
2022
Q2 | $28.2K | Hold |
116
| – | – | 0.01% | 496 |
|
|
2022
Q1 | $28K | Buy |
+116
| New | +$28K | 0.01% | 548 |
|
|
2021
Q3 | $25K | Sell |
116
-9
| -7% | -$1.94K | 0.01% | 525 |
|
|
2021
Q2 | $30K | Hold |
125
| – | – | 0.01% | 511 |
|
|
2021
Q1 | $31K | Buy |
+125
| New | +$31K | 0.02% | 438 |
|