Lipe & Dalton’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.41M | Sell |
8,646
-225
| -3% | -$62.8K | 1.3% | 29 |
|
|
2025
Q1 | $2.76M | Buy |
8,871
+70
| +0.8% | +$21.8K | 1.55% | 22 |
|
|
2024
Q4 | $2.29M | Sell |
8,801
-115
| -1% | -$30K | 1.22% | 29 |
|
|
2024
Q3 | $2.87M | Sell |
8,916
-100
| -1% | -$32.2K | 1.45% | 26 |
|
|
2024
Q2 | $2.82M | Sell |
9,016
-340
| -4% | -$106K | 1.52% | 24 |
|
|
2024
Q1 | $2.66M | Sell |
9,356
-70
| -0.7% | -$19.9K | 1.37% | 26 |
|
|
2023
Q4 | $2.72M | Hold |
9,426
| – | – | 1.47% | 23 |
|
|
2023
Q3 | $2.53M | Hold |
9,426
| – | – | 1.52% | 22 |
|
|
2023
Q2 | $2.09M | Sell |
9,426
-205
| -2% | -$45.5K | 1.19% | 30 |
|
|
2023
Q1 | $2.33M | Sell |
9,631
-90
| -0.9% | -$21.8K | 1.33% | 27 |
|
|
2022
Q4 | $2.55M | Buy |
9,721
+40
| +0.4% | +$10.5K | 1.47% | 24 |
|
|
2022
Q3 | $2.18M | Sell |
9,681
-45
| -0.5% | -$10.1K | 1.37% | 24 |
|
|
2022
Q2 | $2.37M | Sell |
9,726
-5,610
| -37% | -$1.36M | 1.38% | 25 |
|
|
2022
Q1 | $3.71M | Buy |
15,336
+10,482
| +216% | +$2.54M | 1.81% | 22 |
|
|
2021
Q4 | $1.09M | Sell |
4,854
-125
| -3% | -$28.1K | 0.52% | 50 |
|
|
2021
Q3 | $1.06M | Buy |
4,979
+755
| +18% | +$161K | 0.54% | 48 |
|
|
2021
Q2 | $1.03M | Buy |
4,224
+3,864
| +1,073% | +$942K | 0.54% | 49 |
|
|
2021
Q1 | $90K | Hold |
360
| – | – | 0.05% | 87 |
|
|
2020
Q4 | $83K | Hold |
360
| – | – | 0.05% | 82 |
|
|
2020
Q3 | $91K | Hold |
360
| – | – | 0.06% | 81 |
|
|
2020
Q2 | $85K | Hold |
360
| – | – | 0.06% | 84 |
|
|
2020
Q1 | $73K | Hold |
360
| – | – | 0.06% | 81 |
|
|
2019
Q4 | $87K | Sell |
360
-6
| -2% | -$1.45K | 0.06% | 86 |
|
|
2019
Q3 | $71K | Hold |
366
| – | – | 0.05% | 87 |
|
|
2019
Q2 | $67K | Hold |
366
| – | – | 0.05% | 83 |
|
|
2019
Q1 | $70K | Buy |
+366
| New | +$70K | 0.05% | 76 |
|