Institutional & Family Asset Management’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $5.83M | Sell |
18,674
-340
| -2% | -$99.9K | 0.89% | 22 |
|
|
2024
Q1 | $5.41M | Sell |
19,014
-2,103
| -10% | -$615K | 0.86% | 24 |
|
|
2023
Q4 | $6.08M | Sell |
21,117
-3,058
| -13% | -$833K | 1% | 18 |
|
|
2023
Q3 | $6.5M | Sell |
24,175
-115
| -0.5% | -$28.7K | 1.06% | 18 |
|
|
2023
Q2 | $5.39M | Buy |
24,290
+50
| +0.2% | +$11.6K | 0.88% | 30 |
|
|
2023
Q1 | $5.86M | Buy |
24,240
+370
| +2% | +$90.8K | 0.97% | 19 |
|
|
2022
Q4 | $6.27M | Buy |
23,870
+135
| +0.6% | +$36.2K | 1.04% | 14 |
|
|
2022
Q3 | $5.35M | Buy |
23,735
+260
| +1% | +$63K | 0.95% | 20 |
|
|
2022
Q2 | $5.71M | Buy |
23,475
+589
| +3% | +$144K | 0.98% | 19 |
|
|
2022
Q1 | $5.53M | Buy |
22,886
+281
| +1% | +$64.6K | 0.87% | 20 |
|
|
2021
Q4 | $5.08M | Buy |
22,605
+1,506
| +7% | +$318K | 0.79% | 22 |
|
|
2021
Q3 | $4.49M | Buy |
21,099
+130
| +0.6% | +$29.9K | 0.72% | 28 |
|
|
2021
Q2 | $5.11M | Buy |
20,969
+3,478
| +20% | +$856K | 0.84% | 20 |
|
|
2021
Q1 | $4.35M | Sell |
17,491
-179
| -1% | -$42.7K | 0.84% | 21 |
|
|
2020
Q4 | $4.06M | Buy |
17,670
+1,189
| +7% | +$274K | 0.85% | 23 |
|
|
2020
Q3 | $4.19M | Sell |
16,481
-2,207
| -12% | -$547K | 0.97% | 17 |
|
|
2020
Q2 | $4.41M | Buy |
18,688
+250
| +1% | +$57K | 0.91% | 18 |
|
|
2020
Q1 | $3.74M | Buy |
18,438
+508
| +3% | +$111K | 0.86% | 25 |
|
|
2019
Q4 | $4.32M | Sell |
17,930
-3,883
| -18% | -$856K | 0.91% | 21 |
|
|
2019
Q3 | $4.22M | Sell |
21,813
-645
| -3% | -$124K | 0.93% | 22 |
|
|
2019
Q2 | $4.14M | Buy |
22,458
+536
| +2% | +$96K | 0.89% | 24 |
|
|
2019
Q1 | $4.17M | Buy |
21,922
+863
| +4% | +$165K | 0.88% | 27 |
|
|
2018
Q4 | $4.1M | Sell |
21,059
-2,383
| -10% | -$465K | 0.92% | 24 |
|
|
2018
Q3 | $4.86M | Sell |
23,442
-49
| -0.2% | -$9.66K | 0.96% | 21 |
|
|
2018
Q2 | $4.34M | Sell |
23,491
-49
| -0.2% | -$8.67K | 0.9% | 24 |
|
|
2018
Q1 | $4.01M | Sell |
23,540
-6,023
| -20% | -$1.11M | 0.85% | 25 |
|
|
2017
Q4 | $5.14M | Buy |
29,563
+6,066
| +26% | +$1.07M | 0.98% | 19 |
|
|
2017
Q3 | $4.38M | Sell |
23,497
-607
| -3% | -$108K | 0.88% | 26 |
|
|
2017
Q2 | $4.15M | Sell |
24,104
-495
| -2% | -$80.5K | 1.02% | 20 |
|
|
2017
Q1 | $4.04M | Buy |
24,599
+1,736
| +8% | +$288K | 1.26% | 20 |
|
|
2016
Q4 | $3.34M | Buy |
22,863
+17,524
| +328% | +$2.64M | 1.05% | 50 |
|
|
2016
Q3 | $891K | Sell |
5,339
-10
| -0.2% | -$1.69K | 0.3% | 73 |
|
|
2016
Q2 | $814K | Buy |
5,349
+190
| +4% | +$29.5K | 0.28% | 73 |
|
|
2016
Q1 | $837K | Hold |
5,159
| – | – | 0.31% | 75 |
|
|
2015
Q4 | $837K | Buy |
+5,159
| New | +$811K | 0.31% | 75 |
|
Other funds holding AMGN
Institutional & Family Asset Management's AMGN Position: Q2 2024 in Review
Institutional & Family Asset Management reduced its Amgen (AMGN) stake by 1.8% in Q2 2024, selling an estimated $99.9K and leaving 18,674 shares worth $5.83M. The position accounts for 0.89% of the portfolio, ranked #22.
Institutional & Family Asset Management first reported a position in AMGN in Q4 2015 and has held it in 35 quarters since. The position peaked at $6.5M in Q3 2023. 2,785 funds tracked by Wall St. Rank hold AMGN as of Q2 2024.
- Institutional & Family Asset Management held 18,674 shares of Amgen worth $5.83M as of Q2 2024.
- Institutional & Family Asset Management sold 340 Amgen shares in Q2 2024, an estimated $99.9K.
- Amgen made up 0.89% of Institutional & Family Asset Management's portfolio in Q2 2024, its #22 holding.
- Institutional & Family Asset Management first reported a position in Amgen in Q4 2015 and has held it in 35 quarters since.
- Institutional & Family Asset Management's Amgen position peaked at $6.5M in Q3 2023.
- 2,785 funds tracked by Wall St. Rank held Amgen as of Q2 2024.
Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.