Herold 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 | $1.04M | Sell |
3,741
-244
| -6% | -$68.1K | 0.22% | 112 |
|
|
2025
Q1 | $1.24M | Sell |
3,985
-1,016
| -20% | -$317K | 0.27% | 102 |
|
|
2024
Q4 | $1.3M | Sell |
5,001
-296
| -6% | -$77.2K | 0.28% | 96 |
|
|
2024
Q3 | $1.71M | Sell |
5,297
-7
| -0.1% | -$2.26K | 0.37% | 75 |
|
|
2024
Q2 | $1.66M | Buy |
5,304
+393
| +8% | +$123K | 0.38% | 69 |
|
|
2024
Q1 | $1.4M | Buy |
4,911
+3,037
| +162% | +$864K | 0.34% | 84 |
|
|
2023
Q4 | $540K | Sell |
1,874
-200
| -10% | -$57.6K | 0.15% | 152 |
|
|
2023
Q3 | $557K | Buy |
2,074
+707
| +52% | +$190K | 0.17% | 145 |
|
|
2023
Q2 | $303K | Buy |
1,367
+277
| +25% | +$61.5K | 0.09% | 197 |
|
|
2023
Q1 | $263K | Buy |
1,090
+320
| +42% | +$77.3K | 0.09% | 199 |
|
|
2022
Q4 | $202K | Buy |
+770
| New | +$202K | 0.09% | 197 |
|
|
2022
Q2 | – | Sell |
-733
| Closed | -$177K | – | 206 |
|
|
2022
Q1 | $177K | Buy |
+733
| New | +$177K | 0.06% | 210 |
|
|
2021
Q4 | – | Sell |
-732
| Closed | -$155K | – | 216 |
|
|
2021
Q3 | $155K | Buy |
+732
| New | +$155K | 0.06% | 228 |
|