Integrated Wealth Concepts’s Amgen AMGN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.61M Buy
23,686
+429
+2% +$120K 0.07% 276
2025
Q1
$7.25M Buy
23,257
+1
+0% +$312 0.08% 239
2024
Q4
$6.06M Buy
23,256
+765
+3% +$199K 0.07% 257
2024
Q3
$7.25M Sell
22,491
-1,747
-7% -$563K 0.09% 217
2024
Q2
$7.57M Buy
24,238
+3,782
+18% +$1.18M 0.1% 201
2024
Q1
$5.82M Buy
20,456
+1,468
+8% +$417K 0.08% 239
2023
Q4
$5.47M Sell
18,988
-794
-4% -$229K 0.09% 225
2023
Q3
$5.32M Buy
19,782
+1,770
+10% +$476K 0.09% 215
2023
Q2
$4M Sell
18,012
-1,158
-6% -$257K 0.07% 267
2023
Q1
$4.63M Buy
19,170
+5,062
+36% +$1.22M 0.1% 208
2022
Q4
$3.71M Buy
14,108
+307
+2% +$80.6K 0.1% 196
2022
Q3
$3.11M Buy
13,801
+1,762
+15% +$397K 0.1% 200
2022
Q2
$2.93M Buy
12,039
+254
+2% +$61.8K 0.09% 203
2022
Q1
$2.85M Buy
11,785
+110
+0.9% +$26.6K 0.09% 201
2021
Q4
$2.63M Buy
11,675
+305
+3% +$68.6K 0.08% 214
2021
Q3
$2.42M Sell
11,370
-400
-3% -$85.1K 0.08% 213
2021
Q2
$2.87M Buy
11,770
+709
+6% +$173K 0.1% 171
2021
Q1
$2.75M Buy
11,061
+789
+8% +$196K 0.11% 149
2020
Q4
$2.36M Buy
10,272
+757
+8% +$174K 0.11% 138
2020
Q3
$2.42M Buy
9,515
+14
+0.1% +$3.56K 0.15% 121
2020
Q2
$2.24M Sell
9,501
-2
-0% -$472 0.16% 103
2020
Q1
$1.93M Buy
9,503
+6,369
+203% +$1.29M 0.18% 95
2019
Q4
$755K Buy
3,134
+1,542
+97% +$371K 0.06% 194
2019
Q3
$308K Buy
1,592
+53
+3% +$10.3K 0.03% 308
2019
Q2
$286K Sell
1,539
-223
-13% -$41.4K 0.04% 286
2019
Q1
$335K Buy
1,762
+422
+31% +$80.2K 0.06% 222
2018
Q4
$261K Buy
1,340
+174
+15% +$33.9K 0.07% 212
2018
Q3
$241K Sell
1,166
-439
-27% -$90.7K 0.07% 210
2018
Q2
$297K Buy
1,605
+59
+4% +$10.9K 0.1% 156
2018
Q1
$257K Buy
1,546
+286
+23% +$47.5K 0.1% 160
2017
Q4
$228K Buy
+1,260
New +$228K 0.1% 168