Jeppson Wealth 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 | $1.04M | Buy |
3,707
+12
| +0.3% | +$3.35K | 0.36% | 70 |
|
|
2025
Q1 | $1.15M | Buy |
3,695
+208
| +6% | +$64.8K | 0.42% | 62 |
|
|
2024
Q4 | $909K | Buy |
3,487
+812
| +30% | +$212K | 0.33% | 79 |
|
|
2024
Q3 | $862K | Sell |
2,675
-9
| -0.3% | -$2.9K | 0.31% | 80 |
|
|
2024
Q2 | $839K | Buy |
2,684
+267
| +11% | +$83.4K | 0.32% | 77 |
|
|
2024
Q1 | $687K | Buy |
2,417
+6
| +0.2% | +$1.71K | 0.27% | 90 |
|
|
2023
Q4 | $694K | Buy |
2,411
+5
| +0.2% | +$1.44K | 0.29% | 85 |
|
|
2023
Q3 | $647K | Sell |
2,406
-10
| -0.4% | -$2.69K | 0.3% | 87 |
|
|
2023
Q2 | $536K | Sell |
2,416
-216
| -8% | -$48K | 0.23% | 106 |
|
|
2023
Q1 | $636K | Sell |
2,632
-49
| -2% | -$11.8K | 0.28% | 91 |
|
|
2022
Q4 | $704K | Hold |
2,681
| – | – | 0.3% | 77 |
|
|
2022
Q3 | $604K | Buy |
2,681
+50
| +2% | +$11.3K | 0.27% | 85 |
|
|
2022
Q2 | $640K | Buy |
2,631
+546
| +26% | +$133K | 0.28% | 83 |
|
|
2022
Q1 | $504K | Buy |
2,085
+59
| +3% | +$14.3K | 0.24% | 96 |
|
|
2021
Q4 | $456K | Buy |
2,026
+808
| +66% | +$182K | 0.22% | 93 |
|
|
2021
Q3 | $259K | Hold |
1,218
| – | – | 0.14% | 127 |
|
|
2021
Q2 | $296K | Sell |
1,218
-8
| -0.7% | -$1.94K | 0.16% | 114 |
|
|
2021
Q1 | $305K | Hold |
1,226
| – | – | 0.18% | 104 |
|
|
2020
Q4 | $282K | Buy |
1,226
+140
| +13% | +$32.2K | 0.19% | 102 |
|
|
2020
Q3 | $276K | Buy |
+1,086
| New | +$276K | 0.22% | 94 |
|