Morton Capital 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
$1.78M Sell
6,381
-97
-1% -$27.1K 0.32% 31
2025
Q1
$2.02M Buy
6,478
+598
+10% +$186K 0.39% 23
2024
Q4
$1.53M Sell
5,880
-29
-0.5% -$7.56K 0.29% 34
2024
Q3
$1.9M Buy
5,909
+121
+2% +$39K 0.37% 23
2024
Q2
$1.81M Buy
5,788
+53
+0.9% +$16.6K 0.43% 22
2024
Q1
$1.63M Sell
5,735
-34
-0.6% -$9.67K 0.44% 23
2023
Q4
$1.66M Sell
5,769
-33
-0.6% -$9.51K 0.49% 20
2023
Q3
$1.56M Hold
5,802
0.55% 18
2023
Q2
$1.29M Buy
5,802
+35
+0.6% +$7.77K 0.44% 21
2023
Q1
$1.39M Hold
5,767
0.49% 19
2022
Q4
$1.51M Sell
5,767
-15
-0.3% -$3.94K 0.59% 19
2022
Q3
$1.3M Sell
5,782
-67
-1% -$15.1K 0.59% 17
2022
Q2
$1.42M Sell
5,849
-175
-3% -$42.6K 0.62% 17
2022
Q1
$1.46M Buy
6,024
+4
+0.1% +$967 0.6% 15
2021
Q4
$1.35M Buy
+6,020
New +$1.35M 0.55% 18