Morton Brown Family Wealth’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $187K | Hold |
670
| – | – | 0.06% | 58 |
|
|
2025
Q1 | $209K | Hold |
670
| – | – | 0.07% | 56 |
|
|
2024
Q4 | $175K | Hold |
670
| – | – | 0.06% | 62 |
|
|
2024
Q3 | $216K | Sell |
670
-13
| -2% | -$4.19K | 0.08% | 53 |
|
|
2024
Q2 | $226K | Hold |
683
| – | – | 0.09% | 52 |
|
|
2024
Q1 | $194K | Sell |
683
-2
| -0.3% | -$569 | 0.08% | 53 |
|
|
2023
Q4 | $197K | Buy |
685
+2
| +0.3% | +$576 | 0.09% | 51 |
|
|
2023
Q3 | $184K | Sell |
683
-77
| -10% | -$20.7K | 0.09% | 44 |
|
|
2023
Q2 | $169K | Hold |
760
| – | – | 0.09% | 48 |
|
|
2023
Q1 | $184K | Hold |
760
| – | – | 0.11% | 48 |
|
|
2022
Q4 | $200K | Sell |
760
-29
| -4% | -$7.62K | 0.14% | 45 |
|
|
2022
Q3 | $178K | Buy |
789
+29
| +4% | +$6.54K | 0.14% | 38 |
|
|
2022
Q2 | $185K | Sell |
760
-40
| -5% | -$9.74K | 0.14% | 37 |
|
|
2022
Q1 | $193K | Hold |
800
| – | – | 0.15% | 39 |
|
|
2021
Q4 | $180K | Buy |
+800
| New | +$180K | 0.14% | 41 |
|