Mosaic Family Wealth’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-541
| Closed | -$103K | – | 185 |
|
|
2019
Q1 | $103K | Sell |
541
-100
| -16% | -$19K | 0.04% | 227 |
|
|
2018
Q4 | $125K | Hold |
641
| – | – | 0.05% | 192 |
|
|
2018
Q3 | $123K | Buy |
641
+100
| +18% | +$19.2K | 0.05% | 196 |
|
|
2018
Q2 | $100K | Hold |
541
| – | – | 0.04% | 225 |
|
|
2018
Q1 | $92K | Sell |
541
-10
| -2% | -$1.7K | 0.03% | 235 |
|
|
2017
Q4 | $96K | Sell |
551
-25
| -4% | -$4.36K | 0.03% | 241 |
|
|
2017
Q3 | $108K | Buy |
576
+4
| +0.7% | +$750 | 0.04% | 251 |
|
|
2017
Q2 | $99K | Hold |
572
| – | – | 0.04% | 248 |
|
|
2017
Q1 | $94K | Buy |
572
+4
| +0.7% | +$657 | 0.04% | 262 |
|
|
2016
Q4 | $83K | Sell |
568
-56
| -9% | -$8.18K | 0.04% | 275 |
|
|
2016
Q3 | $104K | Sell |
624
-171
| -22% | -$28.5K | 0.05% | 256 |
|
|
2016
Q2 | $121K | Sell |
795
-326
| -29% | -$49.6K | 0.06% | 217 |
|
|
2016
Q1 | $168K | Buy |
1,121
+67
| +6% | +$10K | 0.08% | 164 |
|
|
2015
Q4 | $171K | Buy |
+1,054
| New | +$171K | 0.08% | 157 |
|