Meristem Family Wealth’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $480K | Sell |
1,983
-1,725
| -47% | -$418K | 0.05% | 187 |
|
|
2021
Q4 | $834K | Sell |
3,708
-702
| -16% | -$158K | 0.07% | 161 |
|
|
2021
Q3 | $938K | Buy |
4,410
+2,062
| +88% | +$439K | 0.09% | 144 |
|
|
2021
Q2 | $572K | Buy |
2,348
+1,250
| +114% | +$305K | 0.09% | 158 |
|
|
2021
Q1 | $273K | Buy |
1,098
+90
| +9% | +$22.4K | 0.06% | 189 |
|
|
2020
Q4 | $232K | Hold |
1,008
| – | – | 0.05% | 199 |
|
|
2020
Q3 | $256K | Hold |
1,008
| – | – | 0.07% | 158 |
|
|
2020
Q2 | $238K | Hold |
1,008
| – | – | 0.07% | 159 |
|
|
2020
Q1 | $204K | Buy |
1,008
+9
| +0.9% | +$1.82K | 0.06% | 170 |
|
|
2019
Q4 | $241K | Buy |
+999
| New | +$241K | 0.06% | 167 |
|
|
2016
Q4 | – | Sell |
-1,266
| Closed | -$211K | – | 109 |
|
|
2016
Q3 | $211K | Buy |
+1,266
| New | +$211K | 0.09% | 107 |
|