Mount Yale Investment Advisors’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Buy |
857
+113
| +15% | +$31.6K | 0.02% | 516 |
|
|
2025
Q1 | $232K | Sell |
744
-2,082
| -74% | -$649K | 0.02% | 487 |
|
|
2024
Q4 | $737K | Sell |
2,826
-61
| -2% | -$15.9K | 0.06% | 261 |
|
|
2024
Q3 | $930K | Sell |
2,887
-67
| -2% | -$21.6K | 0.09% | 211 |
|
|
2024
Q2 | $923K | Sell |
2,954
-2,742
| -48% | -$857K | 0.07% | 223 |
|
|
2024
Q1 | $1.62M | Buy |
5,696
+311
| +6% | +$88.4K | 0.12% | 157 |
|
|
2023
Q4 | $1.55M | Buy |
5,385
+1,399
| +35% | +$403K | 0.15% | 145 |
|
|
2023
Q3 | $1.07M | Sell |
3,986
-45
| -1% | -$12.1K | 0.12% | 180 |
|
|
2023
Q2 | $895K | Buy |
4,031
+503
| +14% | +$112K | 0.09% | 211 |
|
|
2023
Q1 | $853K | Buy |
3,528
+1,236
| +54% | +$299K | 0.1% | 217 |
|
|
2022
Q4 | $602K | Sell |
2,292
-271
| -11% | -$71.2K | 0.07% | 253 |
|
|
2022
Q3 | $578K | Buy |
+2,563
| New | +$578K | 0.08% | 251 |
|
|
2018
Q4 | – | Sell |
-600
| Closed | -$119K | – | 334 |
|
|
2018
Q3 | $119K | Sell |
600
-44
| -7% | -$8.73K | 0.02% | 386 |
|
|
2018
Q2 | $119K | Sell |
644
-415
| -39% | -$76.7K | 0.02% | 404 |
|
|
2018
Q1 | $181K | Buy |
+1,059
| New | +$181K | 0.04% | 305 |
|