Lyell Wealth Management’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Sell |
1,483
-6
| -0.4% | -$1.68K | 0.03% | 158 |
|
|
2025
Q1 | $464K | Sell |
1,489
-14
| -0.9% | -$4.36K | 0.04% | 150 |
|
|
2024
Q4 | $392K | Sell |
1,503
-5
| -0.3% | -$1.3K | 0.04% | 152 |
|
|
2024
Q3 | $486K | Hold |
1,508
| – | – | 0.04% | 145 |
|
|
2024
Q2 | $471K | Sell |
1,508
-1,375
| -48% | -$430K | 0.05% | 142 |
|
|
2024
Q1 | $820K | Buy |
2,883
+27
| +0.9% | +$7.68K | 0.08% | 116 |
|
|
2023
Q4 | $823K | Sell |
2,856
-15
| -0.5% | -$4.32K | 0.09% | 115 |
|
|
2023
Q3 | $772K | Hold |
2,871
| – | – | 0.1% | 110 |
|
|
2023
Q2 | $637K | Sell |
2,871
-60
| -2% | -$13.3K | 0.08% | 124 |
|
|
2023
Q1 | $709K | Sell |
2,931
-434
| -13% | -$105K | 0.1% | 126 |
|
|
2022
Q4 | $884K | Buy |
3,365
+60
| +2% | +$15.8K | 0.14% | 108 |
|
|
2022
Q3 | $745K | Buy |
3,305
+433
| +15% | +$97.6K | 0.13% | 113 |
|
|
2022
Q2 | $699K | Buy |
2,872
+40
| +1% | +$9.74K | 0.11% | 117 |
|
|
2022
Q1 | $685K | Sell |
2,832
-6
| -0.2% | -$1.45K | 0.09% | 124 |
|
|
2021
Q4 | $638K | Sell |
2,838
-210
| -7% | -$47.2K | 0.07% | 125 |
|
|
2021
Q3 | $648K | Sell |
3,048
-286
| -9% | -$60.8K | 0.08% | 119 |
|
|
2021
Q2 | $813K | Sell |
3,334
-343
| -9% | -$83.6K | 0.1% | 117 |
|
|
2021
Q1 | $915K | Buy |
3,677
+590
| +19% | +$147K | 0.13% | 100 |
|
|
2020
Q4 | $710K | Buy |
3,087
+625
| +25% | +$144K | 0.11% | 95 |
|
|
2020
Q3 | $626K | Buy |
2,462
+441
| +22% | +$112K | 0.12% | 88 |
|
|
2020
Q2 | $477K | Buy |
2,021
+11
| +0.5% | +$2.6K | 0.1% | 87 |
|
|
2020
Q1 | $407K | Hold |
2,010
| – | – | 0.12% | 87 |
|
|
2019
Q4 | $485K | Buy |
2,010
+200
| +11% | +$48.3K | 0.13% | 84 |
|
|
2019
Q3 | $350K | Sell |
1,810
-7,266
| -80% | -$1.41M | 0.11% | 94 |
|
|
2019
Q2 | $1.67M | Sell |
9,076
-9,608
| -51% | -$1.77M | 0.5% | 58 |
|
|
2019
Q1 | $3.55M | Buy |
18,684
+626
| +3% | +$119K | 1.19% | 35 |
|
|
2018
Q4 | $3.52M | Buy |
18,058
+723
| +4% | +$141K | 1.47% | 28 |
|
|
2018
Q3 | $3.59M | Buy |
17,335
+3,865
| +29% | +$801K | 1.21% | 38 |
|
|
2018
Q2 | $2.49M | Buy |
13,470
+15
| +0.1% | +$2.77K | 0.91% | 47 |
|
|
2018
Q1 | $2.29M | Buy |
13,455
+250
| +2% | +$42.6K | 0.85% | 50 |
|
|
2017
Q4 | $2.3M | Sell |
13,205
-200
| -1% | -$34.8K | 0.91% | 47 |
|
|
2017
Q3 | $2.5M | Buy |
13,405
+390
| +3% | +$72.7K | 1.08% | 40 |
|
|
2017
Q2 | $2.24M | Buy |
13,015
+350
| +3% | +$60.3K | 1.09% | 43 |
|
|
2017
Q1 | $2.08M | Buy |
12,665
+240
| +2% | +$39.4K | 1.12% | 43 |
|
|
2016
Q4 | $1.82M | Buy |
+12,425
| New | +$1.82M | 1.13% | 44 |
|