KLI
Kelman-Lazarov Inc’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $342K | Sell |
1,223
-137
| -10% | -$38.3K | 0.06% | 94 |
|
|
2025
Q1 | $424K | Buy |
1,360
+6
| +0.4% | +$1.87K | 0.08% | 78 |
|
|
2024
Q4 | $353K | Buy |
1,354
+676
| +100% | +$176K | 0.06% | 84 |
|
|
2024
Q3 | $218K | Sell |
678
-46
| -6% | -$14.8K | 0.04% | 104 |
|
|
2024
Q2 | $226K | Sell |
724
-10
| -1% | -$3.13K | 0.04% | 100 |
|
|
2024
Q1 | $209K | Buy |
734
+10
| +1% | +$2.84K | 0.04% | 103 |
|
|
2023
Q4 | $209K | Buy |
+724
| New | +$209K | 0.05% | 99 |
|
|
2021
Q3 | – | Sell |
-882
| Closed | -$215K | – | 83 |
|
|
2021
Q2 | $215K | Hold |
882
| – | – | 0.08% | 81 |
|
|
2021
Q1 | $219K | Hold |
882
| – | – | 0.08% | 80 |
|
|
2020
Q4 | $203K | Hold |
882
| – | – | 0.08% | 83 |
|
|
2020
Q3 | $224K | Hold |
882
| – | – | 0.1% | 67 |
|
|
2020
Q2 | $208K | Sell |
882
-493
| -36% | -$116K | 0.1% | 73 |
|
|
2020
Q1 | $279K | Sell |
1,375
-146
| -10% | -$29.6K | 0.15% | 61 |
|
|
2019
Q4 | $367K | Hold |
1,521
| – | – | 0.17% | 68 |
|
|
2019
Q3 | $294K | Sell |
1,521
-36
| -2% | -$6.96K | 0.14% | 77 |
|
|
2019
Q2 | $287K | Hold |
1,557
| – | – | 0.15% | 77 |
|
|
2019
Q1 | $296K | Buy |
1,557
+460
| +42% | +$87.5K | 0.16% | 81 |
|
|
2018
Q4 | $214K | Sell |
1,097
-312
| -22% | -$60.9K | 0.13% | 88 |
|
|
2018
Q3 | $292K | Sell |
1,409
-51
| -3% | -$10.6K | 0.17% | 86 |
|
|
2018
Q2 | $270K | Sell |
1,460
-120
| -8% | -$22.2K | 0.14% | 92 |
|
|
2018
Q1 | $269K | Hold |
1,580
| – | – | 0.14% | 94 |
|
|
2017
Q4 | $275K | Hold |
1,580
| – | – | 0.14% | 99 |
|
|
2017
Q3 | $295K | Hold |
1,580
| – | – | 0.16% | 96 |
|
|
2017
Q2 | $272K | Buy |
1,580
+120
| +8% | +$20.7K | 0.15% | 102 |
|
|
2017
Q1 | $240K | Hold |
1,460
| – | – | 0.15% | 95 |
|
|
2016
Q4 | $213K | Sell |
1,460
-296
| -17% | -$43.3K | 0.12% | 106 |
|
|
2016
Q3 | $294K | Buy |
1,756
+120
| +7% | +$20.1K | 0.17% | 97 |
|
|
2016
Q2 | $252K | Hold |
1,636
| – | – | 0.14% | 103 |
|
|
2016
Q1 | $252K | Buy |
+1,636
| New | +$252K | 0.15% | 109 |
|