Klingman & Associates’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $518K | Buy |
1,855
+505
| +37% | +$141K | 0.03% | 170 |
|
|
2025
Q1 | $421K | Buy |
1,350
+164
| +14% | +$51.1K | 0.03% | 176 |
|
|
2024
Q4 | $309K | Sell |
1,186
-12
| -1% | -$3.13K | 0.02% | 203 |
|
|
2024
Q3 | $386K | Buy |
1,198
+2
| +0.2% | +$644 | 0.02% | 185 |
|
|
2024
Q2 | $374K | Sell |
1,196
-52
| -4% | -$16.2K | 0.03% | 169 |
|
|
2024
Q1 | $355K | Buy |
1,248
+63
| +5% | +$17.9K | 0.02% | 178 |
|
|
2023
Q4 | $341K | Buy |
1,185
+12
| +1% | +$3.46K | 0.03% | 173 |
|
|
2023
Q3 | $315K | Sell |
1,173
-27
| -2% | -$7.26K | 0.03% | 173 |
|
|
2023
Q2 | $266K | Buy |
1,200
+263
| +28% | +$58.4K | 0.02% | 182 |
|
|
2023
Q1 | $227K | Buy |
937
+56
| +6% | +$13.5K | 0.02% | 183 |
|
|
2022
Q4 | $231K | Sell |
881
-42
| -5% | -$11K | 0.02% | 183 |
|
|
2022
Q3 | $208K | Buy |
923
+20
| +2% | +$4.51K | 0.02% | 179 |
|
|
2022
Q2 | $220K | Sell |
903
-2
| -0.2% | -$487 | 0.02% | 179 |
|
|
2022
Q1 | $218K | Sell |
905
-494
| -35% | -$119K | 0.02% | 190 |
|
|
2021
Q4 | $315K | Buy |
1,399
+255
| +22% | +$57.4K | 0.03% | 141 |
|
|
2021
Q3 | $243K | Hold |
1,144
| – | – | 0.02% | 153 |
|
|
2021
Q2 | $279K | Hold |
1,144
| – | – | 0.03% | 135 |
|
|
2021
Q1 | $285K | Buy |
1,144
+15
| +1% | +$3.74K | 0.03% | 137 |
|
|
2020
Q4 | $260K | Sell |
1,129
-7
| -0.6% | -$1.61K | 0.03% | 132 |
|
|
2020
Q3 | $289K | Buy |
+1,136
| New | +$289K | 0.04% | 112 |
|
|
2016
Q1 | – | Sell |
-1,000
| Closed | -$162K | – | 382 |
|
|
2015
Q4 | $162K | Buy |
+1,000
| New | +$162K | 0.06% | 123 |
|