Neumann Capital Management’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-1,498
| Closed | -$279K | – | 75 |
|
|
2017
Q3 | $279K | Buy |
1,498
+98
| +7% | +$18.3K | 0.17% | 68 |
|
|
2017
Q2 | $241K | Hold |
1,400
| – | – | 0.16% | 69 |
|
|
2017
Q1 | $230K | Hold |
1,400
| – | – | 0.15% | 69 |
|
|
2016
Q4 | $205K | Hold |
1,400
| – | – | 0.13% | 71 |
|
|
2016
Q3 | $234K | Hold |
1,400
| – | – | 0.16% | 70 |
|
|
2016
Q2 | $213K | Hold |
1,400
| – | – | 0.14% | 73 |
|
|
2016
Q1 | $210K | Hold |
1,400
| – | – | 0.14% | 76 |
|
|
2015
Q4 | $227K | Buy |
+1,400
| New | +$227K | 0.16% | 73 |
|
|
2015
Q3 | – | Sell |
-1,400
| Closed | -$215K | – | 77 |
|
|
2015
Q2 | $215K | Hold |
1,400
| – | – | 0.14% | 77 |
|
|
2015
Q1 | $224K | Hold |
1,400
| – | – | 0.14% | 79 |
|
|
2014
Q4 | $223K | Buy |
+1,400
| New | +$223K | 0.15% | 81 |
|