Invenio Wealth Partners’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,110
| Closed | -$289K | – | 93 |
|
|
2024
Q4 | $289K | Buy |
1,110
+1
| +0.1% | +$261 | 0.12% | 77 |
|
|
2024
Q3 | $357K | Buy |
1,109
+39
| +4% | +$12.6K | 0.15% | 64 |
|
|
2024
Q2 | $334K | Sell |
1,070
-2
| -0.2% | -$625 | 0.17% | 62 |
|
|
2024
Q1 | $305K | Buy |
1,072
+108
| +11% | +$30.7K | 0.16% | 67 |
|
|
2023
Q4 | $278K | Buy |
964
+135
| +16% | +$38.9K | 0.2% | 73 |
|
|
2023
Q3 | $223K | Buy |
+829
| New | +$223K | 0.2% | 76 |
|