Oak Harbor 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 | $1.03M | Buy |
3,690
+747
| +25% | +$209K | 0.28% | 78 |
|
|
2025
Q1 | $917K | Buy |
2,943
+1,551
| +111% | +$483K | 0.26% | 81 |
|
|
2024
Q4 | $363K | Sell |
1,392
-101
| -7% | -$26.3K | 0.11% | 129 |
|
|
2024
Q3 | $481K | Buy |
1,493
+124
| +9% | +$39.9K | 0.14% | 121 |
|
|
2024
Q2 | $428K | Hold |
1,369
| – | – | 0.13% | 119 |
|
|
2024
Q1 | $389K | Hold |
1,369
| – | – | 0.12% | 125 |
|
|
2023
Q4 | $394K | Buy |
1,369
+359
| +36% | +$103K | 0.13% | 126 |
|
|
2023
Q3 | $272K | Buy |
1,010
+13
| +1% | +$3.5K | 0.1% | 133 |
|
|
2023
Q2 | $221K | Buy |
997
+130
| +15% | +$28.9K | 0.08% | 159 |
|
|
2023
Q1 | $210K | Hold |
867
| – | – | 0.08% | 161 |
|
|
2022
Q4 | $228K | Buy |
+867
| New | +$228K | 0.09% | 143 |
|
|
2022
Q3 | – | Sell |
-857
| Closed | -$209K | – | 210 |
|
|
2022
Q2 | $209K | Hold |
857
| – | – | 0.08% | 146 |
|
|
2022
Q1 | $207K | Buy |
+857
| New | +$207K | 0.07% | 161 |
|