MGIA
Moneta Group Investment Advisors’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.19M | Sell |
11,420
-283
| -2% | -$79K | 0.04% | 175 |
|
|
2025
Q1 | $3.65M | Sell |
11,703
-125
| -1% | -$38.9K | 0.05% | 154 |
|
|
2024
Q4 | $3.08M | Sell |
11,828
-1,265
| -10% | -$330K | 0.04% | 165 |
|
|
2024
Q3 | $4.22M | Buy |
13,093
+723
| +6% | +$233K | 0.06% | 137 |
|
|
2024
Q2 | $3.87M | Buy |
12,370
+1,006
| +9% | +$314K | 0.06% | 139 |
|
|
2024
Q1 | $3.23M | Buy |
11,364
+897
| +9% | +$255K | 0.05% | 150 |
|
|
2023
Q4 | $3.01M | Buy |
10,467
+446
| +4% | +$128K | 0.06% | 142 |
|
|
2023
Q3 | $2.69M | Buy |
10,021
+1,187
| +13% | +$319K | 0.06% | 144 |
|
|
2023
Q2 | $1.96M | Buy |
8,834
+381
| +5% | +$84.6K | 0.04% | 168 |
|
|
2023
Q1 | $2.04M | Sell |
8,453
-143
| -2% | -$34.6K | 0.05% | 158 |
|
|
2022
Q4 | $2.17M | Sell |
8,596
-384
| -4% | -$96.9K | 0.06% | 139 |
|
|
2022
Q3 | $2.02M | Sell |
8,980
-239
| -3% | -$53.9K | 0.08% | 134 |
|
|
2022
Q2 | $2.24M | Buy |
9,219
+1,866
| +25% | +$454K | 0.08% | 135 |
|
|
2022
Q1 | $1.78M | Sell |
7,353
-1,079
| -13% | -$261K | 0.07% | 145 |
|
|
2021
Q4 | $1.9M | Buy |
8,432
+1,129
| +15% | +$254K | 0.08% | 138 |
|
|
2021
Q3 | $1.55M | Sell |
7,303
-127
| -2% | -$27K | 0.07% | 146 |
|
|
2021
Q2 | $1.81M | Sell |
7,430
-271
| -4% | -$66.1K | 0.08% | 141 |
|
|
2021
Q1 | $1.92M | Buy |
7,701
+4,374
| +131% | +$1.09M | 0.1% | 123 |
|
|
2020
Q4 | $765K | Buy |
3,327
+730
| +28% | +$168K | 0.06% | 162 |
|
|
2020
Q3 | $660K | Sell |
2,597
-248
| -9% | -$63K | 0.06% | 150 |
|
|
2020
Q2 | $671K | Buy |
2,845
+556
| +24% | +$131K | 0.06% | 133 |
|
|
2020
Q1 | $464K | Sell |
2,289
-806
| -26% | -$163K | 0.05% | 155 |
|
|
2019
Q4 | $746K | Sell |
3,095
-73
| -2% | -$17.6K | 0.06% | 140 |
|
|
2019
Q3 | $613K | Buy |
3,168
+297
| +10% | +$57.5K | 0.06% | 150 |
|
|
2019
Q2 | $529K | Sell |
2,871
-45
| -2% | -$8.29K | 0.05% | 154 |
|
|
2019
Q1 | $554K | Sell |
2,916
-623
| -18% | -$118K | 0.06% | 134 |
|
|
2018
Q4 | $689K | Sell |
3,539
-140
| -4% | -$27.3K | 0.08% | 118 |
|
|
2018
Q3 | $763K | Sell |
3,679
-4,454
| -55% | -$924K | 0.08% | 116 |
|
|
2018
Q2 | $1.5M | Buy |
8,133
+7,553
| +1,302% | +$1.39M | 0.17% | 78 |
|
|
2018
Q1 | $99K | Buy |
580
+496
| +590% | +$84.7K | 0.01% | 245 |
|
|
2017
Q4 | $15K | Buy |
+84
| New | +$15K | ﹤0.01% | 318 |
|
|
2014
Q2 | – | Sell |
-2,675
| Closed | -$330K | – | 133 |
|
|
2014
Q1 | $330K | Sell |
2,675
-375
| -12% | -$46.3K | 0.19% | 87 |
|
|
2013
Q4 | $348K | Sell |
3,050
-1,200
| -28% | -$137K | 0.21% | 81 |
|
|
2013
Q3 | $476K | Buy |
4,250
+1,375
| +48% | +$154K | 0.31% | 61 |
|
|
2013
Q2 | $284K | Buy |
+2,875
| New | +$284K | 0.2% | 89 |
|