McClarren Financial Advisors’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-608
| Closed | -$189K | – | 91 |
|
2025
Q1 | $189K | Buy |
+608
| New | +$189K | 0.12% | 74 |
|
2024
Q4 | – | Sell |
-618
| Closed | -$199 | – | 204 |
|
2024
Q3 | $199 | Buy |
618
+306
| +98% | +$99 | 0.03% | 73 |
|
2024
Q2 | $191K | Sell |
312
-314
| -50% | -$192K | 0.13% | 74 |
|
2024
Q1 | $178K | Buy |
626
+6
| +1% | +$1.71K | 0.13% | 75 |
|
2023
Q4 | $179K | Buy |
620
+5
| +0.8% | +$1.44K | 0.14% | 73 |
|
2023
Q3 | $165K | Hold |
615
| – | – | 0.14% | 73 |
|
2023
Q2 | $136K | Sell |
615
-18
| -3% | -$3.98K | 0.11% | 85 |
|
2023
Q1 | $153K | Buy |
633
+1
| +0.2% | +$242 | 0.14% | 80 |
|
2022
Q4 | $166K | Sell |
632
-31
| -5% | -$8.14K | 0.16% | 72 |
|
2022
Q3 | $149K | Buy |
+663
| New | +$149K | 0.15% | 71 |
|
2022
Q2 | – | Sell |
-668
| Closed | -$161K | – | 46 |
|
2022
Q1 | $161K | Buy |
668
+4
| +0.6% | +$964 | 0.12% | 69 |
|
2021
Q4 | $150K | Buy |
+664
| New | +$150K | 0.1% | 74 |
|