Middleton & Co’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Sell |
1,076
-200
| -16% | -$55.8K | 0.03% | 136 |
|
|
2025
Q1 | $398K | Sell |
1,276
-85
| -6% | -$26.5K | 0.05% | 121 |
|
|
2024
Q4 | $355K | Buy |
1,361
+85
| +7% | +$22.2K | 0.04% | 130 |
|
|
2024
Q3 | $411K | Hold |
1,276
| – | – | 0.05% | 122 |
|
|
2024
Q2 | $399K | Sell |
1,276
-125
| -9% | -$39.1K | 0.05% | 120 |
|
|
2024
Q1 | $398K | Hold |
1,401
| – | – | 0.05% | 127 |
|
|
2023
Q4 | $404K | Sell |
1,401
-25
| -2% | -$7.2K | 0.05% | 118 |
|
|
2023
Q3 | $383K | Sell |
1,426
-170
| -11% | -$45.7K | 0.05% | 116 |
|
|
2023
Q2 | $354K | Sell |
1,596
-400
| -20% | -$88.8K | 0.05% | 124 |
|
|
2023
Q1 | $483K | Hold |
1,996
| – | – | 0.07% | 106 |
|
|
2022
Q4 | $524K | Buy |
1,996
+355
| +22% | +$93.2K | 0.08% | 105 |
|
|
2022
Q3 | $370K | Sell |
1,641
-250
| -13% | -$56.4K | 0.06% | 114 |
|
|
2022
Q2 | $460K | Sell |
1,891
-112
| -6% | -$27.2K | 0.06% | 112 |
|
|
2022
Q1 | $484K | Buy |
2,003
+151
| +8% | +$36.5K | 0.05% | 121 |
|
|
2021
Q4 | $417K | Buy |
1,852
+150
| +9% | +$33.8K | 0.04% | 130 |
|
|
2021
Q3 | $362K | Sell |
1,702
-150
| -8% | -$31.9K | 0.04% | 130 |
|
|
2021
Q2 | $451K | Buy |
1,852
+235
| +15% | +$57.2K | 0.05% | 119 |
|
|
2021
Q1 | $402K | Sell |
1,617
-15
| -0.9% | -$3.73K | 0.05% | 120 |
|
|
2020
Q4 | $375K | Hold |
1,632
| – | – | 0.04% | 123 |
|
|
2020
Q3 | $415K | Sell |
1,632
-148
| -8% | -$37.6K | 0.06% | 110 |
|
|
2020
Q2 | $420K | Buy |
1,780
+725
| +69% | +$171K | 0.06% | 118 |
|
|
2020
Q1 | $214K | Hold |
1,055
| – | – | 0.04% | 133 |
|
|
2019
Q4 | $254K | Hold |
1,055
| – | – | 0.04% | 130 |
|
|
2019
Q3 | $204K | Buy |
+1,055
| New | +$204K | 0.03% | 140 |
|
|
2019
Q2 | – | Sell |
-1,055
| Closed | -$200K | – | 139 |
|
|
2019
Q1 | $200K | Hold |
1,055
| – | – | 0.03% | 137 |
|
|
2018
Q4 | $205K | Sell |
1,055
-397
| -27% | -$77.1K | 0.04% | 136 |
|
|
2018
Q3 | $301K | Hold |
1,452
| – | – | 0.05% | 138 |
|
|
2018
Q2 | $268K | Sell |
1,452
-458
| -24% | -$84.5K | 0.05% | 142 |
|
|
2018
Q1 | $326K | Buy |
1,910
+130
| +7% | +$22.2K | 0.06% | 134 |
|
|
2017
Q4 | $310K | Hold |
1,780
| – | – | 0.05% | 145 |
|
|
2017
Q3 | $332K | Hold |
1,780
| – | – | 0.06% | 144 |
|
|
2017
Q2 | $307K | Hold |
1,780
| – | – | 0.07% | 128 |
|
|
2017
Q1 | $292K | Buy |
1,780
+40
| +2% | +$6.56K | 0.06% | 138 |
|
|
2016
Q4 | $254K | Hold |
1,740
| – | – | 0.06% | 143 |
|
|
2016
Q3 | $290K | Buy |
1,740
+395
| +29% | +$65.8K | 0.07% | 139 |
|
|
2016
Q2 | $205K | Hold |
1,345
| – | – | 0.05% | 154 |
|
|
2016
Q1 | $202K | Hold |
1,345
| – | – | 0.05% | 153 |
|
|
2015
Q4 | $218K | Buy |
+1,345
| New | +$218K | 0.05% | 153 |
|
|
2015
Q3 | – | Sell |
-1,345
| Closed | -$206K | – | 145 |
|
|
2015
Q2 | $206K | Sell |
1,345
-100
| -7% | -$15.3K | 0.04% | 152 |
|
|
2015
Q1 | $231K | Hold |
1,445
| – | – | 0.05% | 146 |
|
|
2014
Q4 | $230K | Hold |
1,445
| – | – | 0.05% | 146 |
|
|
2014
Q3 | $203K | Buy |
+1,445
| New | +$203K | 0.05% | 156 |
|