Kovitz Investment Group Partners’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.4M | Buy |
94,507
+596
| +0.6% | +$166K | 0.11% | 163 |
|
|
2025
Q1 | $29.3M | Sell |
93,911
-468
| -0.5% | -$146K | 0.15% | 132 |
|
|
2024
Q4 | $24.6M | Buy |
94,379
+711
| +0.8% | +$185K | 0.12% | 151 |
|
|
2024
Q3 | $27M | Buy |
93,668
+25,806
| +38% | +$7.45M | 0.19% | 101 |
|
|
2024
Q2 | $21.2M | Buy |
67,862
+654
| +1% | +$204K | 0.18% | 93 |
|
|
2024
Q1 | $19.1M | Buy |
67,208
+25,025
| +59% | +$7.12M | 0.24% | 59 |
|
|
2023
Q4 | $12.1M | Sell |
42,183
-1,373
| -3% | -$395K | 0.2% | 54 |
|
|
2023
Q3 | $11.7M | Sell |
43,556
-1,170
| -3% | -$314K | 0.21% | 53 |
|
|
2023
Q2 | $9.93M | Sell |
44,726
-926
| -2% | -$206K | 0.15% | 69 |
|
|
2023
Q1 | $11M | Buy |
45,652
+220
| +0.5% | +$53.2K | 0.19% | 64 |
|
|
2022
Q4 | $11.9M | Sell |
45,432
-3,305
| -7% | -$868K | 0.24% | 60 |
|
|
2022
Q3 | $11M | Sell |
48,737
-729
| -1% | -$164K | 0.25% | 54 |
|
|
2022
Q2 | $12M | Buy |
49,466
+277
| +0.6% | +$67.4K | 0.27% | 57 |
|
|
2022
Q1 | $11.9M | Buy |
49,189
+1,029
| +2% | +$249K | 0.23% | 65 |
|
|
2021
Q4 | $11.1M | Buy |
48,160
+15
| +0% | +$3.45K | 0.26% | 56 |
|
|
2021
Q3 | $10.2M | Sell |
48,145
-51
| -0.1% | -$10.8K | 0.2% | 66 |
|
|
2021
Q2 | $11.7M | Sell |
48,196
-1,999
| -4% | -$487K | 0.23% | 63 |
|
|
2021
Q1 | $12.5M | Buy |
50,195
+2,035
| +4% | +$506K | 0.29% | 54 |
|
|
2020
Q4 | $11.1M | Sell |
48,160
-2,281
| -5% | -$524K | 0.27% | 56 |
|
|
2020
Q3 | $12.8M | Sell |
50,441
-648
| -1% | -$165K | 0.36% | 47 |
|
|
2020
Q2 | $12.1M | Sell |
51,089
-2,499
| -5% | -$589K | 0.37% | 49 |
|
|
2020
Q1 | $10.9M | Sell |
53,588
-1,948
| -4% | -$395K | 0.39% | 50 |
|
|
2019
Q4 | $13.4M | Sell |
55,536
-1,270
| -2% | -$306K | 0.39% | 45 |
|
|
2019
Q3 | $11M | Sell |
56,806
-813
| -1% | -$157K | 0.35% | 49 |
|
|
2019
Q2 | $10.6M | Sell |
57,619
-2,502
| -4% | -$461K | 0.34% | 45 |
|
|
2019
Q1 | $11.4M | Buy |
60,121
+883
| +1% | +$168K | 0.36% | 46 |
|
|
2018
Q4 | $11.5M | Buy |
59,238
+57,668
| +3,673% | +$11.2M | 0.46% | 43 |
|
|
2018
Q3 | $325K | Buy |
1,570
+55
| +4% | +$11.4K | 0.01% | 129 |
|
|
2018
Q2 | $280K | Sell |
1,515
-300
| -17% | -$55.4K | 0.01% | 131 |
|
|
2018
Q1 | $309K | Sell |
1,815
-1,308
| -42% | -$223K | 0.01% | 124 |
|
|
2017
Q4 | $543 | Buy |
3,123
+250
| +9% | +$43 | 0.02% | 113 |
|
|
2017
Q3 | $536K | Hold |
2,873
| – | – | 0.03% | 111 |
|
|
2017
Q2 | $495K | Sell |
2,873
-350
| -11% | -$60.3K | 0.03% | 114 |
|
|
2017
Q1 | $529K | Buy |
3,223
+38
| +1% | +$6.24K | 0.03% | 93 |
|
|
2016
Q4 | $466K | Hold |
3,185
| – | – | 0.03% | 90 |
|
|
2016
Q3 | $531K | Buy |
3,185
+34
| +1% | +$5.67K | 0.03% | 93 |
|
|
2016
Q2 | $479K | Sell |
3,151
-250
| -7% | -$38K | 0.03% | 98 |
|
|
2016
Q1 | $510K | Buy |
+3,401
| New | +$510K | 0.03% | 100 |
|