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 |
|