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Kolinsky Wealth Management’s Amgen AMGN Stock Holding History

Kolinsky Wealth Management’s Portfolio AMGN Stock Details AMGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$619K Buy
2,376
+135
+6% +$40.1K 0.38% 54
2024
Q3 		$722K Buy
2,241
+95
+4% +$31.1K 0.47% 38
2024
Q2 		$671K Buy
2,146
+268
+14% +$78.7K 0.48% 40
2024
Q1 		$534K Buy
1,878
+4
+0.2% +$1.17K 0.41% 56
2023
Q4 		$540K Buy
1,874
+201
+12% +$54.8K 0.48% 46
2023
Q3 		$450K Buy
1,673
+11
+0.7% +$2.75K 0.45% 48
2023
Q2 		$368K Buy
1,662
+535
+47% +$124K 0.35% 73
2023
Q1 		$272K Sell
1,127
-21
-2% -$5.16K 0.29% 89
2022
Q4 		$302K Buy
1,148
+86
+8% +$23.1K 0.34% 73
2022
Q3 		$239K Buy
1,062
+13
+1% +$3.15K 0.3% 93
2022
Q2 		$255K Buy
1,049
+71
+7% +$17.4K 0.3% 86
2022
Q1 		$236K Buy
+978
New +$225K 0.23% 113

Other funds holding AMGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Kolinsky Wealth Management's AMGN Position: Q4 2024 in Review

Kolinsky Wealth Management increased its Amgen (AMGN) stake by 6% in Q4 2024, buying an estimated $40.1K and bringing the position to 2,376 shares worth $619K. The position accounts for 0.38% of the portfolio, ranked #54.

Kolinsky Wealth Management first reported a position in AMGN in Q1 2022 and has held it in 12 quarters since. The position peaked at $722K in Q3 2024. 2,860 funds tracked by Wall St. Rank hold AMGN as of Q4 2024.

  • Kolinsky Wealth Management held 2,376 shares of Amgen worth $619K as of Q4 2024.
  • Kolinsky Wealth Management bought 135 Amgen shares in Q4 2024, an estimated $40.1K.
  • Amgen made up 0.38% of Kolinsky Wealth Management's portfolio in Q4 2024, its #54 holding.
  • Kolinsky Wealth Management first reported a position in Amgen in Q1 2022 and has held it in 12 quarters since.
  • Kolinsky Wealth Management's Amgen position peaked at $722K in Q3 2024.
  • 2,860 funds tracked by Wall St. Rank held Amgen as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.