Iams Wealth Management’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $908K | Sell |
3,250
-5,200
| -62% | -$1.45M | 0.42% | 72 |
|
2025
Q1 | $2.63M | Buy |
8,450
+5,228
| +162% | +$1.63M | 1.21% | 19 |
|
2024
Q4 | $840K | Buy |
3,222
+685
| +27% | +$179K | 0.38% | 75 |
|
2024
Q3 | $818K | Buy |
2,537
+72
| +3% | +$23.2K | 0.4% | 73 |
|
2024
Q2 | $770K | Sell |
2,465
-1,214
| -33% | -$379K | 0.42% | 70 |
|
2024
Q1 | $1.02M | Sell |
3,679
-453
| -11% | -$126K | 0.62% | 57 |
|
2023
Q4 | $1.19M | Sell |
4,132
-1,453
| -26% | -$418K | 0.77% | 44 |
|
2023
Q3 | $1.5M | Buy |
+5,585
| New | +$1.5M | 1.04% | 32 |
|
2023
Q2 | – | Sell |
-3,774
| Closed | -$910K | – | 9 |
|
2023
Q1 | $910K | Buy |
3,774
+1,568
| +71% | +$378K | 0.76% | 46 |
|
2022
Q4 | $579K | Buy |
+2,206
| New | +$579K | 0.59% | 55 |
|