Lyons Wealth Management’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-4,037
| Closed | -$784K | – | 14 |
|
|
2018
Q4 | $784K | Buy |
4,037
+111
| +3% | +$21.6K | 2.56% | 11 |
|
|
2018
Q3 | $813K | Sell |
3,926
-848
| -18% | -$176K | 1.61% | 25 |
|
|
2018
Q2 | $881K | Sell |
4,774
-1,086
| -19% | -$200K | 1.26% | 14 |
|
|
2018
Q1 | $999K | Buy |
+5,860
| New | +$999K | 1.52% | 10 |
|
|
2016
Q1 | – | Sell |
-1,261
| Closed | -$205K | – | 48 |
|
|
2015
Q4 | $205K | Buy |
+1,261
| New | +$205K | 0.26% | 48 |
|
|
2013
Q3 | – | Sell |
-3,643
| Closed | -$359K | – | 54 |
|
|
2013
Q2 | $359K | Buy |
+3,643
| New | +$359K | 0.36% | 28 |
|