Mount Yale Investment Advisors’s Amgen AMGN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.54M	Buy	21,443 +10,271	+92%	+$3.66M	0.18%	132
2025 Q4	$3.66M	Buy	11,172 +4,945	+79%	+$1.57M	0.18%	127
2025 Q3	$1.76M	Buy	6,227 +5,370	+627%	+$1.56M	0.12%	180
2025 Q2	$239K	Buy	857 +113	+15%	+$32K	0.02%	516
2025 Q1	$232K	Sell	744 -2,082	-74%	-$615K	0.02%	487
2024 Q4	$737K	Sell	2,826 -61	-2%	-$18.1K	0.06%	261
2024 Q3	$930K	Sell	2,887 -67	-2%	-$21.9K	0.09%	211
2024 Q2	$923K	Sell	2,954 -2,742	-48%	-$806K	0.07%	223
2024 Q1	$1.62M	Buy	5,696 +311	+6%	+$91K	0.12%	157
2023 Q4	$1.55M	Buy	5,385 +1,399	+35%	+$381K	0.15%	145
2023 Q3	$1.07M	Sell	3,986 -45	-1%	-$11.2K	0.12%	180
2023 Q2	$895K	Buy	4,031 +503	+14%	+$117K	0.09%	211
2023 Q1	$853K	Buy	3,528 +1,236	+54%	+$303K	0.1%	217
2022 Q4	$602K	Sell	2,292 -271	-11%	-$72.6K	0.07%	256
2022 Q3	$578K	Buy	+2,563	New	+$621K	0.08%	252
2018 Q4	–	Sell	-600	Closed	-$119K	–	336
2018 Q3	$119K	Sell	600 -44	-7%	-$8.67K	0.02%	386
2018 Q2	$119K	Sell	644 -415	-39%	-$73.4K	0.02%	405
2018 Q1	$181K	Buy	+1,059	New	+$194K	0.04%	306