Mosaic Family Wealth Partners’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $402K | Sell |
1,441
-18
| -1% | -$5.03K | 0.05% | 149 |
|
|
2025
Q1 | $455K | Sell |
1,459
-387
| -21% | -$121K | 0.06% | 138 |
|
|
2024
Q4 | $481K | Buy |
1,846
+406
| +28% | +$106K | 0.07% | 128 |
|
|
2024
Q3 | $464K | Buy |
1,440
+29
| +2% | +$9.34K | 0.07% | 128 |
|
|
2024
Q2 | $441K | Buy |
1,411
+30
| +2% | +$9.37K | 0.07% | 125 |
|
|
2024
Q1 | $393K | Sell |
1,381
-15
| -1% | -$4.27K | 0.06% | 137 |
|
|
2023
Q4 | $402K | Buy |
1,396
+15
| +1% | +$4.32K | 0.07% | 127 |
|
|
2023
Q3 | $371K | Hold |
1,381
| – | – | 0.07% | 123 |
|
|
2023
Q2 | $307K | Hold |
1,381
| – | – | 0.06% | 139 |
|
|
2023
Q1 | $334K | Hold |
1,381
| – | – | 0.07% | 129 |
|
|
2022
Q4 | $363K | Buy |
+1,381
| New | +$363K | 0.1% | 121 |
|