Icon Wealth Partners’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $165K | Sell |
613
-1,147
| -65% | -$308K | 0.02% | 311 |
|
|
2023
Q2 | $391K | Sell |
1,760
-317
| -15% | -$70.4K | 0.04% | 222 |
|
|
2023
Q1 | $502K | Buy |
+2,077
| New | +$502K | 0.05% | 189 |
|
|
2022
Q2 | $339K | Sell |
1,392
-289
| -17% | -$70.4K | 0.04% | 228 |
|
|
2022
Q1 | $406K | Buy |
+1,681
| New | +$406K | 0.04% | 230 |
|
|
2021
Q4 | – | Sell |
-8,722
| Closed | -$1.86M | – | 322 |
|
|
2021
Q3 | $1.86M | Buy |
8,722
+164
| +2% | +$34.9K | 0.2% | 115 |
|
|
2021
Q2 | $2.09M | Buy |
8,558
+488
| +6% | +$119K | 0.22% | 98 |
|
|
2021
Q1 | $2.01M | Buy |
8,070
+1,941
| +32% | +$483K | 0.25% | 95 |
|
|
2020
Q4 | $1.41M | Buy |
6,129
+1,103
| +22% | +$254K | 0.22% | 91 |
|
|
2020
Q3 | $1.28M | Sell |
5,026
-1,405
| -22% | -$357K | 0.25% | 89 |
|
|
2020
Q2 | $1.52M | Buy |
+6,431
| New | +$1.52M | 0.37% | 53 |
|
|
2019
Q2 | – | Sell |
-410
| Closed | -$78K | – | 195 |
|
|
2019
Q1 | $78K | Buy |
+410
| New | +$78K | 0.03% | 275 |
|
|
2018
Q4 | – | Sell |
-807
| Closed | -$167K | – | 219 |
|
|
2018
Q3 | $167K | Buy |
807
+430
| +114% | +$89K | 0.07% | 191 |
|
|
2018
Q2 | $70K | Buy |
+377
| New | +$70K | 0.03% | 308 |
|
|
2018
Q1 | – | Sell |
-375
| Closed | -$65K | – | 279 |
|
|
2017
Q4 | $65K | Buy |
+375
| New | +$65K | 0.03% | 349 |
|