Kingswood 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 | $914K | Buy |
3,272
+72
| +2% | +$20.1K | 0.07% | 280 |
|
|
2025
Q1 | $996K | Sell |
3,200
-245
| -7% | -$76.3K | 0.09% | 244 |
|
|
2024
Q4 | $898K | Sell |
3,445
-4,499
| -57% | -$1.17M | 0.07% | 296 |
|
|
2024
Q3 | $2.56M | Buy |
7,944
+1,211
| +18% | +$390K | 0.18% | 122 |
|
|
2024
Q2 | $2.1M | Buy |
6,733
+122
| +2% | +$38.1K | 0.19% | 111 |
|
|
2024
Q1 | $1.88M | Sell |
6,611
-183
| -3% | -$52K | 0.22% | 115 |
|
|
2023
Q4 | $1.96M | Buy |
6,794
+5,237
| +336% | +$1.51M | 0.22% | 104 |
|
|
2023
Q3 | $1.68M | Sell |
1,557
-593
| -28% | -$640K | 0.29% | 90 |
|
|
2023
Q2 | $478K | Buy |
+2,150
| New | +$478K | 0.15% | 142 |
|