JDR
Jay D. Rosenbaum’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,800
| Closed | -$448K | – | 43 |
|
|
2021
Q1 | $448K | Sell |
1,800
-800
| -31% | -$199K | 0.77% | 42 |
|
|
2020
Q4 | $597K | Hold |
2,600
| – | – | 1.04% | 39 |
|
|
2020
Q3 | $660K | Hold |
2,600
| – | – | 1.22% | 30 |
|
|
2020
Q2 | $613K | Hold |
2,600
| – | – | 1.2% | 32 |
|
|
2020
Q1 | $527K | Sell |
2,600
-4,496
| -63% | -$911K | 1.22% | 34 |
|
|
2019
Q4 | $1.71M | Buy |
7,096
+1,450
| +26% | +$349K | 3.03% | 9 |
|
|
2019
Q3 | $1.09M | Sell |
5,646
-3,770
| -40% | -$729K | 2.08% | 19 |
|
|
2019
Q2 | $1.74M | Sell |
9,416
-210
| -2% | -$38.7K | 3.29% | 6 |
|
|
2019
Q1 | $1.83M | Hold |
9,626
| – | – | 3.46% | 6 |
|
|
2018
Q4 | $1.87M | Hold |
9,626
| – | – | 3.97% | 3 |
|
|
2018
Q3 | $2M | Hold |
9,626
| – | – | 3.62% | 6 |
|
|
2018
Q2 | $1.78M | Sell |
9,626
-20
| -0.2% | -$3.69K | 3.51% | 5 |
|
|
2018
Q1 | $1.65M | Hold |
9,646
| – | – | 3.32% | 5 |
|
|
2017
Q4 | $1.68M | Buy |
9,646
+20
| +0.2% | +$3.48K | 3.09% | 7 |
|
|
2017
Q3 | $1.8M | Sell |
9,626
-2,000
| -17% | -$373K | 3.44% | 7 |
|
|
2017
Q2 | $2M | Hold |
11,626
| – | – | 3.96% | 4 |
|
|
2017
Q1 | $1.91M | Hold |
11,626
| – | – | 4.04% | 4 |
|
|
2016
Q4 | $1.7M | Hold |
11,626
| – | – | 3.94% | 3 |
|
|
2016
Q3 | $1.94M | Hold |
11,626
| – | – | 0.24% | 4 |
|
|
2016
Q2 | $1.77M | Sell |
11,626
-140
| -1% | -$21.3K | 0.25% | 3 |
|
|
2016
Q1 | $1.76M | Hold |
11,766
| – | – | 0.39% | 3 |
|
|
2015
Q4 | $1.91M | Hold |
11,766
| – | – | 0.53% | 3 |
|
|
2015
Q3 | $1.63M | Sell |
11,766
-320
| -3% | -$44.3K | 0.46% | 3 |
|
|
2015
Q2 | $1.86M | Sell |
12,086
-354
| -3% | -$54.4K | 0.42% | 2 |
|
|
2015
Q1 | $1.99M | Sell |
12,440
-100
| -0.8% | -$16K | 0.43% | 2 |
|
|
2014
Q4 | $2M | Buy |
+12,540
| New | +$2M | 0.44% | 3 |
|