Jacobsen Capital Management’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $283K | Buy |
1,013
+161
| +19% | +$45K | 0.1% | 82 |
|
|
2025
Q1 | $265K | Buy |
852
+58
| +7% | +$18.1K | 0.12% | 76 |
|
|
2024
Q4 | $207K | Sell |
794
-12
| -1% | -$3.13K | 0.09% | 92 |
|
|
2024
Q3 | $260K | Buy |
806
+8
| +1% | +$2.58K | 0.11% | 76 |
|
|
2024
Q2 | $249K | Buy |
798
+29
| +4% | +$9.06K | 0.11% | 76 |
|
|
2024
Q1 | $219K | Buy |
769
+2
| +0.3% | +$569 | 0.1% | 85 |
|
|
2023
Q4 | $221K | Buy |
+767
| New | +$221K | 0.11% | 76 |
|