O'Brien Wealth Partners’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $475K | Hold |
1,451
| – | – | 0.06% | 63 |
|
|
2025
Q3 | $409K | Buy |
1,451
+1,449
| +72,450% | +$420K | 0.06% | 59 |
|
|
2025
Q2 | $558 | Sell |
2
-3
| -60% | -$850 | ﹤0.01% | 87 |
|
|
2025
Q1 | $1.56K | Buy |
+5
| New | +$1.48K | ﹤0.01% | 70 |
|
|
2024
Q3 | – | Sell |
-4
| Closed | -$1.25K | – | 68 |
|
|
2024
Q2 | $1.25K | Sell |
4
-5
| -56% | -$1.47K | ﹤0.01% | 59 |
|
|
2024
Q1 | $2.56K | Sell |
9
-11
| -55% | -$3.22K | ﹤0.01% | 63 |
|
|
2023
Q4 | $5.76K | Buy |
+20
| New | +$5.45K | ﹤0.01% | 62 |
|
|
2020
Q1 | – | Sell |
-860
| Closed | -$207K | – | 30 |
|
|
2019
Q4 | $207K | Buy |
+860
| New | +$190K | 0.15% | 41 |
|
|
2018
Q4 | – | Sell |
-608
| Closed | -$126K | – | 50 |
|
|
2018
Q3 | $126K | Hold |
608
| – | – | 0.08% | 48 |
|
|
2018
Q2 | $112K | Sell |
608
-92
| -13% | -$16.3K | 0.08% | 29 |
|
|
2018
Q1 | $119K | Sell |
700
-451
| -39% | -$82.8K | 0.08% | 42 |
|
|
2017
Q4 | $200K | Hold |
1,151
| – | – | 0.13% | 31 |
|
|
2017
Q3 | $215K | Sell |
1,151
-1,747
| -60% | -$310K | 0.11% | 31 |
|
|
2017
Q2 | $499K | Hold |
2,898
| – | – | 0.26% | 21 |
|
|
2017
Q1 | $475K | Sell |
2,898
-152
| -5% | -$25.3K | 0.26% | 23 |
|
|
2016
Q4 | $446K | Sell |
3,050
-28
| -0.9% | -$4.21K | 0.27% | 25 |
|
|
2016
Q3 | $513K | Hold |
3,078
| – | – | 0.34% | 22 |
|
|
2016
Q2 | $468K | Buy |
3,078
+28
| +0.9% | +$4.35K | 0.33% | 22 |
|
|
2016
Q1 | $457K | Hold |
3,050
| – | – | 0.36% | 22 |
|
|
2015
Q4 | $495K | Buy |
+3,050
| New | +$479K | 0.48% | 18 |
|
Other funds holding AMGN
