Independence Advisors’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $849K | Hold |
3,340
| – | – | 0.18% | 41 |
|
2020
Q2 | $788K | Hold |
3,340
| – | – | 0.18% | 41 |
|
2020
Q1 | $677K | Hold |
3,340
| – | – | 0.19% | 40 |
|
2019
Q4 | $805K | Sell |
3,340
-70
| -2% | -$16.9K | 0.19% | 40 |
|
2019
Q3 | $660K | Sell |
3,410
-177
| -5% | -$34.3K | 0.16% | 44 |
|
2019
Q2 | $661K | Buy |
3,587
+67
| +2% | +$12.3K | 0.17% | 47 |
|
2019
Q1 | $669K | Sell |
3,520
-17
| -0.5% | -$3.23K | 0.19% | 45 |
|
2018
Q4 | $689K | Sell |
3,537
-8
| -0.2% | -$1.56K | 0.23% | 38 |
|
2018
Q3 | $735K | Buy |
3,545
+125
| +4% | +$25.9K | 0.22% | 40 |
|
2018
Q2 | $631K | Buy |
3,420
+39
| +1% | +$7.2K | 0.2% | 40 |
|
2018
Q1 | $576K | Sell |
3,381
-39
| -1% | -$6.64K | 0.19% | 40 |
|
2017
Q4 | $595K | Buy |
3,420
+39
| +1% | +$6.79K | 0.2% | 39 |
|
2017
Q3 | $630K | Hold |
3,381
| – | – | 0.25% | 33 |
|
2017
Q2 | $582K | Hold |
3,381
| – | – | 0.23% | 37 |
|
2017
Q1 | $555K | Hold |
3,381
| – | – | 0.23% | 37 |
|
2016
Q4 | $494K | Sell |
3,381
-12
| -0.4% | -$1.75K | 0.22% | 41 |
|
2016
Q3 | $566K | Buy |
3,393
+1,888
| +125% | +$315K | 0.27% | 35 |
|
2016
Q2 | $229K | Buy |
+1,505
| New | +$229K | 0.12% | 44 |
|