MinichMacGregor Wealth Management’s Amgen AMGN Stock Holding History

MinichMacGregor Wealth Management’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 Q1	–	Sell	-320	Closed	-$84K	–	123
2022 Q4	$84K	Buy	+320	New	+$85.8K	0.03%	130
2020 Q2	–	Sell	-5,409	Closed	-$1.2M	–	62
2020 Q1	$1.2M	Buy	+5,409	New	+$1.18M	1.08%	21
2019 Q1	–	Sell	-1,900	Closed	-$354K	–	51
2018 Q4	$354K	Buy	1,900 +1,539	+426%	+$300K	0.24%	78
2018 Q3	$74K	Sell	361 -8	-2%	-$1.58K	0.05%	99
2018 Q2	$68K	Sell	369 -10	-3%	-$1.77K	0.05%	97
2018 Q1	$64K	Buy	379 +21	+6%	+$3.85K	0.05%	96
2017 Q4	$62K	Hold	358	–	–	0.05%	94
2017 Q3	$66K	Hold	358	–	–	0.05%	85
2017 Q2	$61K	Buy	358 +1	+0.3%	+$163	0.05%	89
2017 Q1	$58K	Hold	357	–	–	0.05%	96
2016 Q4	$52K	Hold	357	–	–	0.05%	103
2016 Q3	$59K	Sell	357 -1	-0.3%	-$169	0.06%	101
2016 Q2	$54K	Hold	358	–	–	0.05%	105
2016 Q1	$53K	Buy	358 +8	+2%	+$1.19K	0.05%	101
2015 Q4	$54K	Buy	+350	New	+$55K	0.05%	99

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

MinichMacGregor Wealth Management's AMGN Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Amgen (AMGN) in Q1 2023, closing a stake of 320 shares — an estimated $84K sold.

MinichMacGregor Wealth Management first reported a position in AMGN in Q4 2015 and held it in 15 quarters. The position peaked at $1.2M in Q1 2020. 2,434 funds tracked by Wall St. Rank hold AMGN as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Amgen position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 320 Amgen shares in Q1 2023, an estimated $84K.
MinichMacGregor Wealth Management first reported a position in Amgen in Q4 2015 and held it in 15 quarters.
MinichMacGregor Wealth Management's Amgen position peaked at $1.2M in Q1 2020.
2,434 funds tracked by Wall St. Rank held Amgen as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.