Morningstar Investment Management’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
+4,084
| New | +$1.14M | 0.1% | 62 |
|
|
2025
Q1 | – | Sell |
-2,729
| Closed | -$711K | – | 79 |
|
|
2024
Q4 | $711K | Buy |
2,729
+239
| +10% | +$62.3K | 0.06% | 97 |
|
|
2024
Q3 | $808K | Sell |
2,490
-2,541
| -51% | -$825K | 0.08% | 107 |
|
|
2024
Q2 | $1.57M | Sell |
5,031
-212
| -4% | -$66.2K | 0.16% | 61 |
|
|
2024
Q1 | $1.49M | Hold |
5,243
| – | – | 0.16% | 64 |
|
|
2023
Q4 | $1.51M | Sell |
5,243
-86
| -2% | -$24.8K | 0.17% | 63 |
|
|
2023
Q3 | $1.43M | Hold |
5,329
| – | – | 0.2% | 46 |
|
|
2023
Q2 | $1.18M | Buy |
5,329
+3,549
| +199% | +$788K | 0.16% | 50 |
|
|
2023
Q1 | $430K | Buy |
1,780
+274
| +18% | +$66.2K | 0.06% | 62 |
|
|
2022
Q4 | $396K | Buy |
+1,506
| New | +$396K | 0.07% | 66 |
|