Marathon Capital 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 | $318K | Hold |
1,138
| – | – | 0.08% | 117 |
|
|
2025
Q1 | $355K | Sell |
1,138
-50
| -4% | -$15.6K | 0.09% | 106 |
|
|
2024
Q4 | $310K | Hold |
1,188
| – | – | 0.08% | 115 |
|
|
2024
Q3 | $383K | Hold |
1,188
| – | – | 0.09% | 105 |
|
|
2024
Q2 | $371K | Buy |
1,188
+275
| +30% | +$85.9K | 0.09% | 103 |
|
|
2024
Q1 | $260K | Hold |
913
| – | – | 0.06% | 116 |
|
|
2023
Q4 | $263K | Hold |
913
| – | – | 0.07% | 122 |
|
|
2023
Q3 | $245K | Hold |
913
| – | – | 0.06% | 125 |
|
|
2023
Q2 | $203K | Buy |
913
+11
| +1% | +$2.44K | 0.05% | 140 |
|
|
2023
Q1 | $218K | Hold |
902
| – | – | 0.05% | 141 |
|
|
2022
Q4 | $237K | Sell |
902
-35
| -4% | -$9.19K | 0.07% | 129 |
|
|
2022
Q3 | $211K | Hold |
937
| – | – | 0.06% | 135 |
|
|
2022
Q2 | $228K | Buy |
+937
| New | +$228K | 0.07% | 124 |
|
|
2022
Q1 | – | Sell |
-937
| Closed | -$210K | – | 98 |
|
|
2021
Q4 | $210K | Sell |
937
-709
| -43% | -$159K | 0.05% | 157 |
|
|
2021
Q3 | $351K | Buy |
1,646
+726
| +79% | +$155K | 0.08% | 137 |
|
|
2021
Q2 | $224K | Buy |
920
+24
| +3% | +$5.84K | 0.05% | 175 |
|
|
2021
Q1 | $222K | Buy |
896
+11
| +1% | +$2.73K | 0.06% | 169 |
|
|
2020
Q4 | $203K | Sell |
885
-40
| -4% | -$9.18K | 0.06% | 147 |
|
|
2020
Q3 | $235K | Buy |
925
+60
| +7% | +$15.2K | 0.09% | 115 |
|
|
2020
Q2 | $204K | Buy |
+865
| New | +$204K | 0.08% | 120 |
|
|
2020
Q1 | – | Sell |
-1,265
| Closed | -$304K | – | 124 |
|
|
2019
Q4 | $304K | Buy |
1,265
+189
| +18% | +$45.4K | 0.1% | 104 |
|
|
2019
Q3 | $208K | Buy |
+1,076
| New | +$208K | 0.08% | 97 |
|
|
2019
Q1 | – | Sell |
-1,076
| Closed | -$209K | – | 111 |
|
|
2018
Q4 | $209K | Buy |
1,076
+76
| +8% | +$14.8K | 0.1% | 89 |
|
|
2018
Q3 | $207K | Buy |
+1,000
| New | +$207K | 0.08% | 105 |
|
|
2016
Q4 | – | Sell |
-1,282
| Closed | -$214K | – | 87 |
|
|
2016
Q3 | $214K | Buy |
+1,282
| New | +$214K | 0.11% | 72 |
|
|
2016
Q1 | – | Sell |
-1,296
| Closed | -$210K | – | 89 |
|
|
2015
Q4 | $210K | Sell |
1,296
-200
| -13% | -$32.4K | 0.11% | 66 |
|
|
2015
Q3 | $207K | Hold |
1,496
| – | – | 0.11% | 71 |
|
|
2015
Q2 | $230K | Buy |
1,496
+11
| +0.7% | +$1.69K | 0.11% | 71 |
|
|
2015
Q1 | $237K | Hold |
1,485
| – | – | 0.11% | 74 |
|
|
2014
Q4 | $237K | Buy |
1,485
+10
| +0.7% | +$1.6K | 0.22% | 66 |
|
|
2014
Q3 | $207K | Buy |
+1,475
| New | +$207K | 0.19% | 74 |
|