JFS Wealth Advisors’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Buy |
1,037
+45
| +5% | +$12.6K | 0.02% | 262 |
|
|
2025
Q1 | $309K | Buy |
992
+93
| +10% | +$29K | 0.02% | 254 |
|
|
2024
Q4 | $234K | Sell |
899
-36
| -4% | -$9.38K | 0.02% | 274 |
|
|
2024
Q3 | $301K | Sell |
935
-21
| -2% | -$6.77K | 0.02% | 250 |
|
|
2024
Q2 | $299K | Sell |
956
-46
| -5% | -$14.4K | 0.02% | 194 |
|
|
2024
Q1 | $285K | Buy |
1,002
+5
| +0.5% | +$1.42K | 0.02% | 207 |
|
|
2023
Q4 | $287K | Buy |
997
+24
| +2% | +$6.91K | 0.02% | 196 |
|
|
2023
Q3 | $262K | Buy |
973
+191
| +24% | +$51.3K | 0.02% | 192 |
|
|
2023
Q2 | $174K | Sell |
782
-281
| -26% | -$62.4K | 0.02% | 232 |
|
|
2023
Q1 | $257K | Sell |
1,063
-59
| -5% | -$14.3K | 0.02% | 188 |
|
|
2022
Q4 | $295K | Sell |
1,122
-88
| -7% | -$23.1K | 0.03% | 183 |
|
|
2022
Q3 | $273K | Sell |
1,210
-19
| -2% | -$4.29K | 0.03% | 186 |
|
|
2022
Q2 | $299K | Buy |
1,229
+92
| +8% | +$22.4K | 0.03% | 175 |
|
|
2022
Q1 | $275K | Buy |
1,137
+163
| +17% | +$39.4K | 0.03% | 199 |
|
|
2021
Q4 | $219K | Buy |
974
+60
| +7% | +$13.5K | 0.02% | 214 |
|
|
2021
Q3 | $194K | Hold |
914
| – | – | 0.02% | 219 |
|
|
2021
Q2 | $223K | Hold |
914
| – | – | 0.03% | 161 |
|
|
2021
Q1 | $227K | Sell |
914
-361
| -28% | -$89.7K | 0.05% | 139 |
|
|
2020
Q4 | $293K | Buy |
1,275
+498
| +64% | +$114K | 0.06% | 124 |
|
|
2020
Q3 | $197K | Sell |
777
-100
| -11% | -$25.4K | 0.05% | 139 |
|
|
2020
Q2 | $207K | Buy |
877
+46
| +6% | +$10.9K | 0.05% | 134 |
|
|
2020
Q1 | $168K | Hold |
831
| – | – | 0.05% | 136 |
|
|
2019
Q4 | $200K | Hold |
831
| – | – | 0.05% | 139 |
|
|
2019
Q3 | $161K | Buy |
831
+4
| +0.5% | +$775 | 0.04% | 155 |
|
|
2019
Q2 | $152K | Hold |
827
| – | – | 0.04% | 156 |
|
|
2019
Q1 | $157K | Sell |
827
-106
| -11% | -$20.1K | 0.04% | 150 |
|
|
2018
Q4 | $182K | Sell |
933
-732
| -44% | -$143K | 0.05% | 137 |
|
|
2018
Q3 | $345K | Buy |
1,665
+81
| +5% | +$16.8K | 0.09% | 109 |
|
|
2018
Q2 | $292K | Buy |
1,584
+4
| +0.3% | +$737 | 0.08% | 112 |
|
|
2018
Q1 | $269K | Sell |
1,580
-38
| -2% | -$6.47K | 0.07% | 121 |
|
|
2017
Q4 | $281K | Hold |
1,618
| – | – | 0.07% | 117 |
|
|
2017
Q3 | $302K | Sell |
1,618
-74
| -4% | -$13.8K | 0.08% | 107 |
|
|
2017
Q2 | $291K | Buy |
1,692
+166
| +11% | +$28.6K | 0.08% | 98 |
|
|
2017
Q1 | $223K | Hold |
1,526
| – | – | 0.06% | 114 |
|
|
2016
Q4 | $223K | Buy |
1,526
+1,026
| +205% | +$150K | 0.06% | 114 |
|
|
2016
Q3 | $83K | Hold |
500
| – | – | 0.02% | 195 |
|
|
2016
Q2 | $76K | Sell |
500
-17
| -3% | -$2.58K | 0.02% | 218 |
|
|
2016
Q1 | $78K | Buy |
517
+17
| +3% | +$2.57K | 0.02% | 200 |
|
|
2015
Q4 | $81K | Buy |
500
+50
| +11% | +$8.1K | 0.02% | 198 |
|
|
2015
Q3 | $62K | Sell |
450
-89
| -17% | -$12.3K | 0.03% | 190 |
|
|
2015
Q2 | $83K | Hold |
539
| – | – | 0.04% | 139 |
|
|
2015
Q1 | $86K | Sell |
539
-40
| -7% | -$6.38K | 0.04% | 137 |
|
|
2014
Q4 | $92K | Buy |
579
+30
| +5% | +$4.77K | 0.01% | 131 |
|
|
2014
Q3 | $77K | Sell |
549
-5
| -0.9% | -$701 | 0.01% | 142 |
|
|
2014
Q2 | $66K | Sell |
554
-1,700
| -75% | -$203K | 0.01% | 160 |
|
|
2014
Q1 | $278K | Buy |
2,254
+3
| +0.1% | +$370 | 0.15% | 90 |
|
|
2013
Q4 | $257K | Sell |
2,251
-87
| -4% | -$9.93K | 0.11% | 108 |
|
|
2013
Q3 | $262K | Buy |
2,338
+72
| +3% | +$8.07K | 0.12% | 98 |
|
|
2013
Q2 | $224K | Buy |
+2,266
| New | +$224K | 0.11% | 102 |
|