MBM Wealth Consultants’s Amgen AMGN Stock Holding History

MBM Wealth Consultants’s Portfolio AMGN Stock Details AMGN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-56	Closed	-$14K	–	108
2023 Q1	$14K	Hold	56	–	–	0.01%	204
2022 Q4	$15K	Hold	56	–	–	0.01%	206
2022 Q3	$13K	Sell	56 -59	-51%	-$14.3K	0.01%	201
2022 Q2	$28K	Hold	115	–	–	0.01%	183
2022 Q1	$28K	Hold	115	–	–	0.01%	207
2021 Q4	$26K	Hold	115	–	–	0.01%	200
2021 Q3	$24K	Hold	115	–	–	0.01%	198
2021 Q2	$28K	Hold	115	–	–	0.01%	170
2021 Q1	$29K	Hold	115	–	–	0.01%	165
2020 Q4	$26K	Sell	115 -344	-75%	-$79.3K	0.01%	159
2020 Q3	$117K	Sell	459 -75	-14%	-$18.6K	0.07%	94
2020 Q2	$126K	Hold	534	–	–	0.09%	82
2020 Q1	$108K	Hold	534	–	–	0.09%	83
2019 Q4	$129K	Buy	534 +200	+60%	+$44.1K	0.1%	87
2019 Q3	$65K	Hold	334	–	–	0.05%	109
2019 Q2	$62K	Hold	334	–	–	0.05%	114
2019 Q1	$63K	Hold	334	–	–	0.06%	114
2018 Q4	$65K	Buy	+334	New	+$65.2K	0.06%	114

Other funds holding AMGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MBM Wealth Consultants's AMGN Position: Q2 2023 in Review

MBM Wealth Consultants sold out of Amgen (AMGN) in Q2 2023, closing a stake of 56 shares — an estimated $14K sold.

MBM Wealth Consultants first reported a position in AMGN in Q4 2018 and held it in 18 quarters. The position peaked at $129K in Q4 2019. 2,390 funds tracked by Wall St. Rank hold AMGN as of Q2 2023.

MBM Wealth Consultants reported no remaining Amgen position as of Q2 2023 after selling out during the quarter.
MBM Wealth Consultants sold 56 Amgen shares in Q2 2023, an estimated $14K.
MBM Wealth Consultants first reported a position in Amgen in Q4 2018 and held it in 18 quarters.
MBM Wealth Consultants's Amgen position peaked at $129K in Q4 2019.
2,390 funds tracked by Wall St. Rank held Amgen as of Q2 2023.

Based on MBM Wealth Consultants's 13F filing for Q2 2023, filed 24 Jul 2023.