JIC
Joel Isaacson & Co’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Buy |
6,198
+149
| +2% | +$41.6K | 0.07% | 119 |
|
|
2025
Q1 | $1.88M | Hold |
6,049
| – | – | 0.09% | 110 |
|
|
2024
Q4 | $1.58M | Hold |
6,049
| – | – | 0.07% | 113 |
|
|
2024
Q3 | $1.95M | Sell |
6,049
-306
| -5% | -$98.6K | 0.09% | 99 |
|
|
2024
Q2 | $1.99M | Hold |
6,355
| – | – | 0.1% | 93 |
|
|
2024
Q1 | $1.81M | Buy |
6,355
+1,691
| +36% | +$481K | 0.1% | 94 |
|
|
2023
Q4 | $1.34M | Buy |
4,664
+73
| +2% | +$21K | 0.08% | 103 |
|
|
2023
Q3 | $1.23M | Hold |
4,591
| – | – | 0.08% | 98 |
|
|
2023
Q2 | $1.02M | Buy |
4,591
+49
| +1% | +$10.9K | 0.07% | 120 |
|
|
2023
Q1 | $1.1M | Hold |
4,542
| – | – | 0.08% | 110 |
|
|
2022
Q4 | $1.19M | Hold |
4,542
| – | – | 0.09% | 94 |
|
|
2022
Q3 | $1.02M | Buy |
4,542
+1,010
| +29% | +$228K | 0.09% | 103 |
|
|
2022
Q2 | $859K | Hold |
3,532
| – | – | 0.07% | 112 |
|
|
2022
Q1 | $890K | Sell |
3,532
-14
| -0.4% | -$3.53K | 0.07% | 121 |
|
|
2021
Q4 | $798K | Sell |
3,546
-6
| -0.2% | -$1.35K | 0.05% | 143 |
|
|
2021
Q3 | $755K | Buy |
3,552
+11
| +0.3% | +$2.34K | 0.06% | 142 |
|
|
2021
Q2 | $863K | Buy |
3,541
+184
| +5% | +$44.8K | 0.07% | 120 |
|
|
2021
Q1 | $835K | Hold |
3,357
| – | – | 0.07% | 112 |
|
|
2020
Q4 | $772K | Sell |
3,357
-130
| -4% | -$29.9K | 0.08% | 107 |
|
|
2020
Q3 | $886K | Buy |
3,487
+91
| +3% | +$23.1K | 0.12% | 85 |
|
|
2020
Q2 | $801K | Buy |
3,396
+47
| +1% | +$11.1K | 0.11% | 84 |
|
|
2020
Q1 | $679K | Buy |
3,349
+26
| +0.8% | +$5.27K | 0.12% | 79 |
|
|
2019
Q4 | $801K | Hold |
3,323
| – | – | 0.11% | 89 |
|
|
2019
Q3 | $643K | Sell |
3,323
-17
| -0.5% | -$3.29K | 0.09% | 96 |
|
|
2019
Q2 | $615K | Sell |
3,340
-67
| -2% | -$12.3K | 0.09% | 106 |
|
|
2019
Q1 | $647K | Sell |
3,407
-25
| -0.7% | -$4.75K | 0.09% | 114 |
|
|
2018
Q4 | $688K | Buy |
3,432
+111
| +3% | +$22.3K | 0.11% | 105 |
|
|
2018
Q3 | $688K | Hold |
3,321
| – | – | 0.11% | 95 |
|
|
2018
Q2 | $613K | Sell |
3,321
-500
| -13% | -$92.3K | 0.1% | 100 |
|
|
2018
Q1 | $651K | Buy |
3,821
+443
| +13% | +$75.5K | 0.11% | 96 |
|
|
2017
Q4 | $587K | Hold |
3,378
| – | – | 0.1% | 100 |
|
|
2017
Q3 | $630K | Buy |
3,378
+400
| +13% | +$74.6K | 0.12% | 90 |
|
|
2017
Q2 | $513K | Sell |
2,978
-150
| -5% | -$25.8K | 0.1% | 95 |
|
|
2017
Q1 | $513K | Sell |
3,128
-43
| -1% | -$7.05K | 0.1% | 90 |
|
|
2016
Q4 | $464K | Sell |
3,171
-218
| -6% | -$31.9K | 0.09% | 91 |
|
|
2016
Q3 | $565K | Sell |
3,389
-99
| -3% | -$16.5K | 0.12% | 80 |
|
|
2016
Q2 | $531K | Sell |
3,488
-956
| -22% | -$146K | 0.11% | 80 |
|
|
2016
Q1 | $666K | Buy |
4,444
+2
| +0% | +$300 | 0.15% | 69 |
|
|
2015
Q4 | $721K | Buy |
4,442
+373
| +9% | +$60.5K | 0.18% | 62 |
|
|
2015
Q3 | $563K | Buy |
4,069
+46
| +1% | +$6.37K | 0.15% | 65 |
|
|
2015
Q2 | $618K | Buy |
4,023
+8
| +0.2% | +$1.23K | 0.16% | 70 |
|
|
2015
Q1 | $642K | Buy |
4,015
+1,379
| +52% | +$221K | 0.16% | 67 |
|
|
2014
Q4 | $420K | Buy |
2,636
+1
| +0% | +$159 | 0.11% | 85 |
|
|
2014
Q3 | $370K | Buy |
2,635
+150
| +6% | +$21.1K | 0.11% | 78 |
|
|
2014
Q2 | $294K | Buy |
2,485
+686
| +38% | +$81.2K | 0.09% | 97 |
|
|
2014
Q1 | $222K | Buy |
1,799
+1
| +0.1% | +$123 | 0.07% | 110 |
|
|
2013
Q4 | $205K | Hold |
1,798
| – | – | 0.07% | 109 |
|
|
2013
Q3 | $201K | Buy |
1,798
+806
| +81% | +$90.1K | 0.08% | 104 |
|
|
2013
Q2 | $98K | Buy |
+992
| New | +$98K | 0.05% | 148 |
|