Mark Sheptoff Financial Planning’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14K | Hold |
50
| – | – | 0.01% | 307 |
|
|
2025
Q1 | $15.6K | Hold |
50
| – | – | 0.01% | 269 |
|
|
2024
Q4 | $13K | Hold |
50
| – | – | 0.01% | 297 |
|
|
2024
Q3 | $16.1K | Hold |
50
| – | – | 0.01% | 263 |
|
|
2024
Q2 | $15.6K | Hold |
50
| – | – | 0.01% | 276 |
|
|
2024
Q1 | $14.2K | Hold |
50
| – | – | 0.01% | 267 |
|
|
2023
Q4 | $14.4K | Hold |
50
| – | – | 0.01% | 255 |
|
|
2023
Q3 | $13.4K | Hold |
50
| – | – | 0.01% | 247 |
|
|
2023
Q2 | $11.1K | Hold |
50
| – | – | 0.01% | 270 |
|
|
2023
Q1 | $12.1K | Hold |
50
| – | – | 0.01% | 253 |
|
|
2022
Q4 | $13.1K | Hold |
50
| – | – | 0.01% | 246 |
|
|
2022
Q3 | $11K | Hold |
50
| – | – | 0.01% | 243 |
|
|
2022
Q2 | $12K | Hold |
50
| – | – | 0.01% | 245 |
|
|
2022
Q1 | $12K | Hold |
50
| – | – | 0.01% | 283 |
|
|
2021
Q4 | $11K | Hold |
50
| – | – | 0.01% | 307 |
|
|
2021
Q3 | $11K | Hold |
50
| – | – | 0.01% | 290 |
|
|
2021
Q2 | $12K | Hold |
50
| – | – | 0.01% | 310 |
|
|
2021
Q1 | $12K | Hold |
50
| – | – | 0.01% | 276 |
|
|
2020
Q4 | $11K | Hold |
50
| – | – | 0.01% | 263 |
|
|
2020
Q3 | $13K | Hold |
50
| – | – | 0.01% | 213 |
|
|
2020
Q2 | $12K | Hold |
50
| – | – | 0.01% | 240 |
|
|
2020
Q1 | $10K | Sell |
50
-89
| -64% | -$17.8K | 0.01% | 229 |
|
|
2019
Q4 | $34K | Hold |
139
| – | – | 0.02% | 175 |
|
|
2019
Q3 | $27K | Sell |
139
-100
| -42% | -$19.4K | 0.02% | 187 |
|
|
2019
Q2 | $44K | Hold |
239
| – | – | 0.03% | 166 |
|
|
2019
Q1 | $45K | Hold |
239
| – | – | 0.03% | 157 |
|
|
2018
Q4 | $47K | Hold |
239
| – | – | 0.04% | 137 |
|
|
2018
Q3 | $50K | Hold |
239
| – | – | 0.03% | 162 |
|
|
2018
Q2 | $44K | Buy |
239
+50
| +26% | +$9.21K | 0.03% | 166 |
|
|
2018
Q1 | $32K | Hold |
189
| – | – | 0.02% | 197 |
|
|
2017
Q4 | $33K | Sell |
189
-2
| -1% | -$349 | 0.02% | 202 |
|
|
2017
Q3 | $36K | Buy |
191
+1
| +0.5% | +$188 | 0.02% | 196 |
|
|
2017
Q2 | $33K | Hold |
190
| – | – | 0.02% | 199 |
|
|
2017
Q1 | $31K | Buy |
190
+101
| +113% | +$16.5K | 0.02% | 203 |
|
|
2016
Q4 | $13K | Sell |
89
-400
| -82% | -$58.4K | 0.01% | 252 |
|
|
2016
Q3 | $82K | Buy |
489
+400
| +449% | +$67.1K | 0.06% | 136 |
|
|
2016
Q2 | $14K | Sell |
89
-51
| -36% | -$8.02K | 0.01% | 231 |
|
|
2016
Q1 | $21K | Sell |
140
-500
| -78% | -$75K | 0.02% | 200 |
|
|
2015
Q4 | $104K | Hold |
640
| – | – | 0.08% | 132 |
|
|
2015
Q3 | $89K | Buy |
640
+51
| +9% | +$7.09K | 0.08% | 138 |
|
|
2015
Q2 | $90K | Hold |
589
| – | – | 0.07% | 146 |
|
|
2015
Q1 | $94K | Hold |
589
| – | – | 0.08% | 141 |
|
|
2014
Q4 | $94K | Hold |
589
| – | – | 0.08% | 133 |
|
|
2014
Q3 | $83K | Hold |
589
| – | – | 0.07% | 150 |
|
|
2014
Q2 | $70K | Hold |
589
| – | – | 0.06% | 159 |
|
|
2014
Q1 | $73K | Buy |
+589
| New | +$73K | 0.06% | 154 |
|