LifeSteps Financial’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $406K | Sell |
1,455
-207
| -12% | -$57.8K | 0.28% | 56 |
|
2025
Q1 | $518K | Sell |
1,662
-181
| -10% | -$56.4K | 0.42% | 45 |
|
2024
Q4 | $480K | Buy |
1,843
+56
| +3% | +$14.6K | 0.37% | 48 |
|
2024
Q3 | $576K | Buy |
1,787
+509
| +40% | +$164K | 0.45% | 43 |
|
2024
Q2 | $399K | Sell |
1,278
-50
| -4% | -$15.6K | 0.33% | 53 |
|
2024
Q1 | $378K | Buy |
1,328
+50
| +4% | +$14.2K | 0.28% | 55 |
|
2023
Q4 | $368K | Hold |
1,278
| – | – | 0.33% | 53 |
|
2023
Q3 | $343K | Hold |
1,278
| – | – | 0.35% | 50 |
|
2023
Q2 | $284K | Sell |
1,278
-95
| -7% | -$21.1K | 0.28% | 57 |
|
2023
Q1 | $332K | Buy |
1,373
+45
| +3% | +$10.9K | 0.35% | 51 |
|
2022
Q4 | $349K | Buy |
1,328
+200
| +18% | +$52.5K | 0.36% | 49 |
|
2022
Q3 | $254K | Hold |
1,128
| – | – | 0.29% | 61 |
|
2022
Q2 | $274K | Hold |
1,128
| – | – | 0.29% | 60 |
|
2022
Q1 | $273K | Hold |
1,128
| – | – | 0.2% | 69 |
|
2021
Q4 | $254K | Hold |
1,128
| – | – | 0.18% | 73 |
|
2021
Q3 | $240K | Sell |
1,128
-1
| -0.1% | -$213 | 0.18% | 76 |
|
2021
Q2 | $275K | Sell |
1,129
-5
| -0.4% | -$1.22K | 0.21% | 74 |
|
2021
Q1 | $282K | Buy |
1,134
+20
| +2% | +$4.97K | 0.24% | 69 |
|
2020
Q4 | $256K | Sell |
1,114
-20
| -2% | -$4.6K | 0.23% | 69 |
|
2020
Q3 | $288K | Hold |
1,134
| – | – | 0.3% | 55 |
|
2020
Q2 | $267K | Hold |
1,134
| – | – | 0.31% | 56 |
|
2020
Q1 | $230K | Hold |
1,134
| – | – | 0.26% | 65 |
|
2019
Q4 | $273K | Buy |
+1,134
| New | +$273K | 0.26% | 76 |
|