Obermeyer 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 | $1.3M | Buy |
4,651
+122
| +3% | +$34.1K | 0.06% | 90 |
|
2025
Q1 | $1.41M | Buy |
4,529
+240
| +6% | +$74.8K | 0.08% | 83 |
|
2024
Q4 | $1.12M | Buy |
4,289
+57
| +1% | +$14.9K | 0.06% | 94 |
|
2024
Q3 | $1.36M | Buy |
4,232
+93
| +2% | +$30K | 0.07% | 91 |
|
2024
Q2 | $1.29M | Buy |
4,139
+54
| +1% | +$16.9K | 0.07% | 89 |
|
2024
Q1 | $1.16M | Sell |
4,085
-2
| -0% | -$569 | 0.07% | 91 |
|
2023
Q4 | $1.18M | Buy |
4,087
+169
| +4% | +$48.7K | 0.08% | 64 |
|
2023
Q3 | $1.05M | Buy |
3,918
+1,105
| +39% | +$297K | 0.08% | 64 |
|
2023
Q2 | $625K | Sell |
2,813
-110
| -4% | -$24.4K | 0.04% | 104 |
|
2023
Q1 | $707K | Sell |
2,923
-36
| -1% | -$8.7K | 0.05% | 92 |
|
2022
Q4 | $777K | Hold |
2,959
| – | – | 0.06% | 82 |
|
2022
Q3 | $667K | Buy |
2,959
+38
| +1% | +$8.57K | 0.05% | 85 |
|
2022
Q2 | $711K | Buy |
2,921
+110
| +4% | +$26.8K | 0.05% | 83 |
|
2022
Q1 | $680K | Sell |
2,811
-519
| -16% | -$126K | 0.04% | 103 |
|
2021
Q4 | $749K | Hold |
3,330
| – | – | 0.04% | 95 |
|
2021
Q3 | $708K | Hold |
3,330
| – | – | 0.04% | 99 |
|
2021
Q2 | $812K | Hold |
3,330
| – | – | 0.05% | 94 |
|
2021
Q1 | $829K | Buy |
3,330
+2,094
| +169% | +$521K | 0.05% | 91 |
|
2020
Q4 | $284K | Sell |
1,236
-152
| -11% | -$34.9K | 0.02% | 125 |
|
2020
Q3 | $353K | Sell |
1,388
-300
| -18% | -$76.3K | 0.03% | 103 |
|
2020
Q2 | $398K | Sell |
1,688
-58
| -3% | -$13.7K | 0.03% | 88 |
|
2020
Q1 | $354K | Sell |
1,746
-278
| -14% | -$56.4K | 0.04% | 82 |
|
2019
Q4 | $488K | Buy |
2,024
+15
| +0.7% | +$3.62K | 0.04% | 79 |
|
2019
Q3 | $389K | Sell |
2,009
-291
| -13% | -$56.3K | 0.04% | 87 |
|
2019
Q2 | $424K | Sell |
2,300
-200
| -8% | -$36.9K | 0.04% | 83 |
|
2019
Q1 | $475K | Hold |
2,500
| – | – | 0.04% | 80 |
|
2018
Q4 | $487K | Hold |
2,500
| – | – | 0.05% | 75 |
|
2018
Q3 | $518K | Buy |
2,500
+200
| +9% | +$41.4K | 0.04% | 76 |
|
2018
Q2 | $425K | Sell |
2,300
-1,725
| -43% | -$319K | 0.04% | 79 |
|
2018
Q1 | $686K | Sell |
4,025
-436
| -10% | -$74.3K | 0.06% | 64 |
|
2017
Q4 | $776K | Buy |
4,461
+72
| +2% | +$12.5K | 0.07% | 66 |
|
2017
Q3 | $818K | Sell |
4,389
-147
| -3% | -$27.4K | 0.07% | 64 |
|
2017
Q2 | $781K | Buy |
4,536
+750
| +20% | +$129K | 0.07% | 64 |
|
2017
Q1 | $621K | Hold |
3,786
| – | – | 0.06% | 68 |
|
2016
Q4 | $554K | Sell |
3,786
-150
| -4% | -$21.9K | 0.05% | 74 |
|
2016
Q3 | $657K | Buy |
3,936
+1,872
| +91% | +$312K | 0.06% | 66 |
|
2016
Q2 | $314K | Hold |
2,064
| – | – | 0.03% | 99 |
|
2016
Q1 | $309K | Sell |
2,064
-3
| -0.1% | -$449 | 0.03% | 98 |
|
2015
Q4 | $336K | Buy |
2,067
+3
| +0.1% | +$488 | 0.03% | 92 |
|
2015
Q3 | $285K | Hold |
2,064
| – | – | 0.03% | 100 |
|
2015
Q2 | $317K | Hold |
2,064
| – | – | 0.03% | 104 |
|
2015
Q1 | $330K | Sell |
2,064
-300
| -13% | -$48K | 0.03% | 109 |
|
2014
Q4 | $377K | Buy |
+2,364
| New | +$377K | 0.03% | 107 |
|