Leeward Financial Partners’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-852
| Closed | -$222K | – | 87 |
|
2024
Q4 | $222K | Buy |
+852
| New | +$222K | 0.08% | 84 |
|
2023
Q3 | – | Sell |
-1,310
| Closed | -$291K | – | 78 |
|
2023
Q2 | $291K | Sell |
1,310
-8,691
| -87% | -$1.93M | 0.17% | 70 |
|
2023
Q1 | $2.42M | Buy |
10,001
+626
| +7% | +$151K | 1.48% | 28 |
|
2022
Q4 | $2.46M | Sell |
9,375
-266
| -3% | -$69.9K | 1.7% | 23 |
|
2022
Q3 | $2.17M | Buy |
9,641
+98
| +1% | +$22.1K | 1.56% | 27 |
|
2022
Q2 | $2.32M | Sell |
9,543
-515
| -5% | -$125K | 1.59% | 25 |
|
2022
Q1 | $2.43M | Buy |
10,058
+1,346
| +15% | +$325K | 1.5% | 27 |
|
2021
Q4 | $1.96M | Buy |
+8,712
| New | +$1.96M | 1.23% | 32 |
|