Heron Financial Group’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $712K | Hold |
3,207
| – | – | 0.38% | 61 |
|
|
2023
Q1 | $775K | Hold |
3,207
| – | – | 0.43% | 54 |
|
|
2022
Q4 | $856K | Hold |
3,207
| – | – | 0.57% | 38 |
|
|
2022
Q3 | $723K | Hold |
3,207
| – | – | 0.45% | 48 |
|
|
2022
Q2 | $780K | Hold |
3,207
| – | – | 0.47% | 46 |
|
|
2022
Q1 | $776K | Sell |
3,207
-152
| -5% | -$36.8K | 0.4% | 53 |
|
|
2021
Q4 | $768K | Buy |
3,359
+80
| +2% | +$18.3K | 0.41% | 54 |
|
|
2021
Q3 | $697K | Hold |
3,279
| – | – | 0.39% | 55 |
|
|
2021
Q2 | $799K | Buy |
3,279
+80
| +3% | +$19.5K | 0.46% | 50 |
|
|
2021
Q1 | $797K | Buy |
3,199
+60
| +2% | +$14.9K | 0.48% | 46 |
|
|
2020
Q4 | $735K | Sell |
3,139
-120
| -4% | -$28.1K | 0.51% | 49 |
|
|
2020
Q3 | $834K | Hold |
3,259
| – | – | 0.67% | 40 |
|
|
2020
Q2 | $812K | Buy |
3,259
+95
| +3% | +$23.7K | 0.73% | 34 |
|
|
2020
Q1 | $718K | Hold |
3,164
| – | – | 0.74% | 35 |
|
|
2019
Q4 | $724K | Buy |
+3,164
| New | +$724K | 0.6% | 43 |
|