Morningstar Investment Services’s Amgen AMGN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$1.59M Sell
5,091
-6,357
-56% -$1.98M 0.29% 77
2024
Q4
$2.98M Sell
11,448
-96,156
-89% -$25.1M 0.27% 89
2024
Q3
$34.7M Sell
107,604
-387
-0.4% -$125K 0.35% 80
2024
Q2
$33.9M Sell
107,991
-1,530
-1% -$480K 0.37% 77
2024
Q1
$31.4M Sell
109,521
-126,505
-54% -$36.2M 0.35% 81
2023
Q4
$68.1M Buy
236,026
+115,879
+96% +$33.4M 0.38% 73
2023
Q3
$32.5M Sell
120,147
-462
-0.4% -$125K 0.42% 68
2023
Q2
$26.7M Sell
120,609
-767
-0.6% -$170K 0.34% 82
2023
Q1
$29.3M Buy
121,376
+3,671
+3% +$886K 0.39% 74
2022
Q4
$31M Buy
117,705
+1,403
+1% +$370K 0.42% 73
2022
Q3
$31M Buy
116,302
+4,843
+4% +$1.29M 0.44% 70
2022
Q2
$27.3M Buy
111,459
+5,445
+5% +$1.33M 0.37% 74
2022
Q1
$25.7M Buy
106,014
+2,612
+3% +$633K 0.29% 84
2021
Q4
$23.3M Sell
103,402
-592
-0.6% -$133K 0.26% 89
2021
Q3
$22.3M Buy
103,994
+118
+0.1% +$25.3K 0.26% 91
2021
Q2
$25.2M Sell
103,876
-733
-0.7% -$178K 0.3% 85
2021
Q1
$26.1M Sell
104,609
-4,904
-4% -$1.22M 0.34% 84
2020
Q4
$25.2M Sell
109,513
-6,352
-5% -$1.46M 0.35% 79
2020
Q3
$28.8M Sell
115,865
-7,298
-6% -$1.81M 0.45% 64
2020
Q2
$28.5M Sell
123,163
-4,358
-3% -$1.01M 0.47% 60
2020
Q1
$26.6M Buy
127,521
+3,236
+3% +$675K 0.48% 55
2019
Q4
$29.9M Buy
124,285
+594
+0.5% +$143K 0.47% 70
2019
Q3
$24M Sell
123,691
-959
-0.8% -$186K 0.41% 76
2019
Q2
$23M Buy
124,650
+956
+0.8% +$176K 0.38% 81
2019
Q1
$23.5M Sell
123,694
-65,251
-35% -$12.4M 0.4% 80
2018
Q4
$36.8M Sell
188,945
-102,346
-35% -$19.9M 0.72% 44
2018
Q3
$60.4M Sell
291,291
-113,491
-28% -$23.5M 1.09% 29
2018
Q2
$74.7M Sell
404,782
-47,622
-11% -$8.79M 1.4% 15
2018
Q1
$77.1M Sell
452,404
-51,084
-10% -$8.71M 1.5% 13
2017
Q4
$87.6M Sell
503,488
-16,514
-3% -$2.87M 1.76% 8
2017
Q3
$97M Sell
520,002
-4,596
-0.9% -$857K 2.11% 6
2017
Q2
$90.4M Buy
524,598
+27,095
+5% +$4.67M 2.09% 6
2017
Q1
$81.6M Buy
497,503
+367,894
+284% +$60.4M 2.06% 8
2016
Q4
$19M Buy
129,609
+58,714
+83% +$8.58M 0.62% 59
2016
Q3
$11.8M Buy
70,895
+487
+0.7% +$81.2K 0.34% 79
2016
Q2
$10.9M Sell
70,408
-9,375
-12% -$1.45M 0.34% 79
2016
Q1
$12M Buy
79,783
+14,085
+21% +$2.11M 0.41% 72
2015
Q4
$10.7M Buy
65,698
+10,726
+20% +$1.74M 0.42% 72
2015
Q3
$7.6M Buy
54,972
+10,805
+24% +$1.49M 0.32% 87
2015
Q2
$6.78M Buy
44,167
+5,167
+13% +$793K 0.29% 90
2015
Q1
$6.23M Buy
39,000
+25,227
+183% +$4.03M 0.27% 88
2014
Q4
$2.19M Buy
13,773
+9,813
+248% +$1.56M 0.1% 132
2014
Q3
$556K Sell
3,960
-18,915
-83% -$2.66M 0.03% 172
2014
Q2
$2.71M Buy
22,875
+18,182
+387% +$2.15M 0.16% 110
2014
Q1
$579K Buy
4,693
+172
+4% +$21.2K 0.04% 161
2013
Q4
$516K Sell
4,521
-29
-0.6% -$3.31K 0.04% 166
2013
Q3
$514K Sell
4,550
-10,880
-71% -$1.23M 0.04% 162
2013
Q2
$1.52M Buy
+15,430
New +$1.52M 0.16% 105