Kestra Private Wealth Services’s Amgen AMGN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18.1M Sell
64,833
-398
-0.6% -$111K 0.26% 79
2025
Q1
$20.3M Sell
65,231
-795
-1% -$248K 0.34% 57
2024
Q4
$17.2M Sell
66,026
-4,842
-7% -$1.26M 0.29% 66
2024
Q3
$22.8M Buy
70,868
+4,916
+7% +$1.58M 0.42% 44
2024
Q2
$20.6M Buy
65,952
+5,202
+9% +$1.63M 0.41% 43
2024
Q1
$17.3M Buy
60,750
+5,814
+11% +$1.65M 0.39% 55
2023
Q4
$15.8M Buy
54,936
+4,635
+9% +$1.33M 0.4% 53
2023
Q3
$13.5M Buy
50,301
+2,424
+5% +$651K 0.43% 51
2023
Q2
$10.6M Buy
47,877
+1,412
+3% +$313K 0.36% 65
2023
Q1
$11.2M Buy
46,465
+3,960
+9% +$957K 0.45% 51
2022
Q4
$11.2M Buy
42,505
+995
+2% +$261K 0.57% 31
2022
Q3
$9.36M Buy
41,510
+1,838
+5% +$414K 0.54% 34
2022
Q2
$9.65M Buy
39,672
+1,695
+4% +$412K 0.55% 33
2022
Q1
$9.18M Sell
37,977
-1,745
-4% -$422K 0.46% 43
2021
Q4
$8.94M Sell
39,722
-100
-0.3% -$22.5K 0.43% 45
2021
Q3
$8.47M Buy
39,822
+5,751
+17% +$1.22M 0.47% 39
2021
Q2
$8.31M Sell
34,071
-761
-2% -$185K 0.51% 33
2021
Q1
$8.67M Sell
34,832
-3,338
-9% -$831K 0.6% 27
2020
Q4
$8.67M Buy
38,170
+5,427
+17% +$1.23M 0.64% 23
2020
Q3
$8.32M Buy
+32,743
New +$8.32M 0.72% 22