IAM Advisory’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.71M | Buy |
7,484
+92
| +1% | +$31.5K | 0.53% | 28 |
|
|
2026
Q1 | $2.6M | Sell |
7,392
-64
| -0.9% | -$22.8K | 0.58% | 31 |
|
|
2025
Q4 | $2.44M | Hold |
7,456
| – | – | 0.54% | 27 |
|
|
2025
Q3 | $2.1M | Buy |
7,456
+162
| +2% | +$47K | 0.47% | 33 |
|
|
2025
Q2 | $2.04M | Buy |
7,294
+174
| +2% | +$49.3K | 0.49% | 30 |
|
|
2025
Q1 | $2.22M | Sell |
7,120
-8
| -0.1% | -$2.36K | 0.58% | 26 |
|
|
2024
Q4 | $1.86M | Buy |
7,128
+109
| +2% | +$32.3K | 0.47% | 36 |
|
|
2024
Q3 | $2.26M | Sell |
7,019
-2
| -0% | -$654 | 0.57% | 27 |
|
|
2024
Q2 | $2.19M | Buy |
7,021
+102
| +1% | +$30K | 0.59% | 30 |
|
|
2024
Q1 | $1.97M | Buy |
6,919
+138
| +2% | +$40.4K | 0.54% | 32 |
|
|
2023
Q4 | $1.95M | Buy |
6,781
+167
| +3% | +$45.5K | 0.61% | 23 |
|
|
2023
Q3 | $1.78M | Buy |
6,614
+221
| +3% | +$55.2K | 0.62% | 20 |
|
|
2023
Q2 | $1.42M | Buy |
6,393
+399
| +7% | +$92.6K | 0.48% | 35 |
|
|
2023
Q1 | $1.45M | Buy |
5,994
+594
| +11% | +$146K | 0.5% | 29 |
|
|
2022
Q4 | $1.42M | Buy |
5,400
+195
| +4% | +$52.3K | 0.52% | 25 |
|
|
2022
Q3 | $1.17M | Buy |
5,205
+407
| +8% | +$98.7K | 0.5% | 31 |
|
|
2022
Q2 | $1.17M | Buy |
4,798
+194
| +4% | +$47.5K | 0.48% | 30 |
|
|
2022
Q1 | $1.11M | Buy |
4,604
+167
| +4% | +$38.4K | 0.45% | 35 |
|
|
2021
Q4 | $1.02M | Buy |
4,437
+525
| +13% | +$111K | 0.4% | 35 |
|
|
2021
Q3 | $809K | Buy |
+3,912
| New | +$900K | 0.34% | 49 |
|
|
2021
Q2 | – | Sell |
-3,563
| Closed | -$874K | – | 49 |
|
|
2021
Q1 | $874K | Buy |
3,563
+188
| +6% | +$44.9K | 0.38% | 40 |
|
|
2020
Q4 | $800K | Buy |
+3,375
| New | +$778K | 0.4% | 38 |
|
Other funds holding AMGN
SP
CRM
SW
CNB
P
BIAS