Live Oak Private Wealth’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.05M | Hold |
3,745
| – | – | 0.16% | 98 |
|
2025
Q1 | $1.17M | Hold |
3,745
| – | – | 0.19% | 87 |
|
2024
Q4 | $976K | Sell |
3,745
-56
| -1% | -$14.6K | 0.16% | 95 |
|
2024
Q3 | $1.22M | Sell |
3,801
-200
| -5% | -$64.4K | 0.2% | 82 |
|
2024
Q2 | $1.25M | Buy |
4,001
+11
| +0.3% | +$3.44K | 0.22% | 83 |
|
2024
Q1 | $1.13M | Sell |
3,990
-8
| -0.2% | -$2.28K | 0.2% | 83 |
|
2023
Q4 | $1.15M | Buy |
3,998
+278
| +7% | +$80.1K | 0.22% | 82 |
|
2023
Q3 | $1,000K | Sell |
3,720
-57
| -2% | -$15.3K | 0.21% | 81 |
|
2023
Q2 | $839K | Sell |
3,777
-3
| -0.1% | -$666 | 0.17% | 90 |
|
2023
Q1 | $914K | Buy |
3,780
+159
| +4% | +$38.4K | 0.19% | 87 |
|
2022
Q4 | $951K | Sell |
3,621
-12
| -0.3% | -$3.15K | 0.2% | 88 |
|
2022
Q3 | $819K | Hold |
3,633
| – | – | 0.18% | 88 |
|
2022
Q2 | $884K | Buy |
3,633
+1,998
| +122% | +$486K | 0.19% | 94 |
|
2022
Q1 | $395K | Sell |
1,635
-223
| -12% | -$53.9K | 0.08% | 129 |
|
2021
Q4 | $418K | Sell |
1,858
-11
| -0.6% | -$2.48K | 0.08% | 132 |
|
2021
Q3 | $397K | Sell |
1,869
-23
| -1% | -$4.89K | 0.08% | 133 |
|
2021
Q2 | $461K | Buy |
1,892
+60
| +3% | +$14.6K | 0.1% | 117 |
|
2021
Q1 | $456K | Sell |
1,832
-87
| -5% | -$21.7K | 0.11% | 112 |
|
2020
Q4 | $441K | Buy |
1,919
+38
| +2% | +$8.73K | 0.12% | 105 |
|
2020
Q3 | $478K | Sell |
1,881
-6
| -0.3% | -$1.53K | 0.16% | 88 |
|
2020
Q2 | $445K | Sell |
1,887
-66
| -3% | -$15.6K | 0.16% | 89 |
|
2020
Q1 | $396K | Buy |
1,953
+9
| +0.5% | +$1.83K | 0.41% | 45 |
|
2019
Q4 | $469K | Buy |
+1,944
| New | +$469K | 0.46% | 40 |
|