Montis Financial’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,628
| Closed | -$583K | – | 66 |
|
|
2023
Q2 | $583K | Hold |
2,628
| – | – | 0.38% | 28 |
|
|
2023
Q1 | $635K | Hold |
2,628
| – | – | 0.49% | 26 |
|
|
2022
Q4 | $690K | Sell |
2,628
-6
| -0.2% | -$1.58K | 0.58% | 24 |
|
|
2022
Q3 | $594K | Hold |
2,634
| – | – | 0.57% | 26 |
|
|
2022
Q2 | $641K | Hold |
2,634
| – | – | 0.6% | 25 |
|
|
2022
Q1 | $637K | Hold |
2,634
| – | – | 0.5% | 29 |
|
|
2021
Q4 | $593K | Hold |
2,634
| – | – | 0.43% | 35 |
|
|
2021
Q3 | $557K | Buy |
2,634
+6
| +0.2% | +$1.27K | 0.47% | 29 |
|
|
2021
Q2 | $641K | Hold |
2,628
| – | – | 0.53% | 27 |
|
|
2021
Q1 | $655K | Hold |
2,628
| – | – | 0.61% | 24 |
|
|
2020
Q4 | $660K | Buy |
+2,628
| New | +$660K | 0.66% | 24 |
|