Jackson Grant Investment Advisers’s Amgen AMGN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$664K Buy
2,378
+1
+0% +$279 0.24% 56
2025
Q1
$740K Buy
2,377
+1
+0% +$312 0.29% 50
2024
Q4
$619K Buy
2,376
+1
+0% +$261 0.24% 57
2024
Q3
$765K Buy
2,375
+1
+0% +$322 0.29% 51
2024
Q2
$742K Buy
2,374
+128
+6% +$40K 0.3% 53
2024
Q1
$639K Hold
2,246
0.26% 56
2023
Q4
$647K Hold
2,246
0.29% 53
2023
Q3
$604K Sell
2,246
-22
-1% -$5.91K 0.29% 53
2023
Q2
$503K Hold
2,268
0.23% 59
2023
Q1
$548K Buy
2,268
+22
+1% +$5.32K 0.26% 56
2022
Q4
$590K Hold
2,246
0.29% 54
2022
Q3
$506K Hold
2,246
0.26% 57
2022
Q2
$546K Hold
2,246
0.27% 57
2022
Q1
$543K Sell
2,246
-179
-7% -$43.3K 0.23% 57
2021
Q4
$546K Hold
2,425
0.28% 51
2021
Q3
$516K Hold
2,425
0.23% 58
2021
Q2
$591K Hold
2,425
0.26% 54
2021
Q1
$603K Hold
2,425
0.28% 52
2020
Q4
$558K Sell
2,425
-151
-6% -$34.7K 0.28% 51
2020
Q3
$655K Buy
2,576
+2
+0.1% +$509 0.39% 41
2020
Q2
$607K Buy
2,574
+3
+0.1% +$707 0.39% 41
2020
Q1
$521K Sell
2,571
-7
-0.3% -$1.42K 0.38% 42
2019
Q4
$621K Buy
2,578
+2
+0.1% +$482 0.34% 45
2019
Q3
$498K Buy
2,576
+2
+0.1% +$387 0.28% 49
2019
Q2
$474K Buy
2,574
+3
+0.1% +$552 0.28% 47
2019
Q1
$488K Sell
2,571
-4
-0.2% -$759 0.29% 49
2018
Q4
$501K Buy
2,575
+9
+0.4% +$1.75K 0.35% 44
2018
Q3
$532K Buy
2,566
+2
+0.1% +$415 0.33% 43
2018
Q2
$473K Buy
2,564
+18
+0.7% +$3.32K 0.33% 44
2018
Q1
$434K Buy
2,546
+18
+0.7% +$3.07K 0.3% 48
2017
Q4
$440K Buy
2,528
+2,216
+710% +$386K 0.3% 49
2017
Q3
$58K Sell
312
-329
-51% -$61.2K 0.04% 132
2017
Q2
$110K Buy
641
+5
+0.8% +$858 0.09% 94
2017
Q1
$104K Buy
636
+4
+0.6% +$654 0.08% 94
2016
Q4
$92K Buy
632
+4
+0.6% +$582 0.08% 94
2016
Q3
$105K Buy
628
+4
+0.6% +$669 0.09% 81
2016
Q2
$95K Buy
624
+3
+0.5% +$457 0.08% 80
2016
Q1
$93K Buy
621
+3
+0.5% +$449 0.09% 79
2015
Q4
$100K Buy
+618
New +$100K 0.1% 77