Marcum Wealth’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.22M | Buy |
3,913
+265
| +7% | +$82.6K | 0.11% | 94 |
|
|
2024
Q4 | $951K | Sell |
3,648
-804
| -18% | -$210K | 0.08% | 117 |
|
|
2024
Q3 | $1.43M | Buy |
4,452
+64
| +1% | +$20.6K | 0.13% | 82 |
|
|
2024
Q2 | $1.37M | Buy |
4,388
+356
| +9% | +$111K | 0.14% | 82 |
|
|
2024
Q1 | $1.15M | Buy |
4,032
+233
| +6% | +$66.2K | 0.12% | 90 |
|
|
2023
Q4 | $1.09M | Buy |
3,799
+313
| +9% | +$90.1K | 0.12% | 89 |
|
|
2023
Q3 | $937K | Buy |
3,486
+473
| +16% | +$127K | 0.11% | 92 |
|
|
2023
Q2 | $669K | Buy |
3,013
+424
| +16% | +$94.1K | 0.08% | 133 |
|
|
2023
Q1 | $626K | Sell |
2,589
-795
| -23% | -$192K | 0.08% | 148 |
|
|
2022
Q4 | $889K | Buy |
3,384
+728
| +27% | +$191K | 0.12% | 100 |
|
|
2022
Q3 | $599K | Buy |
2,656
+368
| +16% | +$83K | 0.09% | 139 |
|
|
2022
Q2 | $557K | Buy |
2,288
+213
| +10% | +$51.9K | 0.08% | 144 |
|
|
2022
Q1 | $502K | Sell |
2,075
-39
| -2% | -$9.44K | 0.07% | 157 |
|
|
2021
Q4 | $476K | Buy |
2,114
+138
| +7% | +$31.1K | 0.07% | 176 |
|
|
2021
Q3 | $420K | Sell |
1,976
-21
| -1% | -$4.46K | 0.07% | 179 |
|
|
2021
Q2 | $487K | Sell |
1,997
-994
| -33% | -$242K | 0.08% | 152 |
|
|
2021
Q1 | $744K | Buy |
2,991
+1,367
| +84% | +$340K | 0.12% | 125 |
|
|
2020
Q4 | $373K | Buy |
1,624
+823
| +103% | +$189K | 0.09% | 87 |
|
|
2020
Q3 | $204K | Buy |
+801
| New | +$204K | 0.06% | 108 |
|