MBL Wealth’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Buy |
1,057
+32
| +3% | +$8.94K | 0.03% | 191 |
|
|
2025
Q1 | $319K | Sell |
1,025
-277
| -21% | -$86.3K | 0.03% | 170 |
|
|
2024
Q4 | $339K | Sell |
1,302
-101
| -7% | -$26.3K | 0.03% | 162 |
|
|
2024
Q3 | $452K | Buy |
1,403
+132
| +10% | +$42.5K | 0.05% | 140 |
|
|
2024
Q2 | $397K | Buy |
1,271
+72
| +6% | +$22.5K | 0.04% | 140 |
|
|
2024
Q1 | $341K | Buy |
+1,199
| New | +$341K | 0.04% | 142 |
|
|
2023
Q1 | – | Sell |
-1,719
| Closed | -$451K | – | 163 |
|
|
2022
Q4 | $451K | Buy |
+1,719
| New | +$451K | 0.09% | 107 |
|
|
2021
Q1 | $291K | Buy |
1,171
+110
| +10% | +$27.3K | 0.1% | 116 |
|
|
2020
Q4 | $244K | Buy |
+1,061
| New | +$244K | 0.1% | 111 |
|