Octavia Wealth Advisors’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $395K | Sell |
1,415
-1,020
| -42% | -$285K | 0.04% | 138 |
|
|
2025
Q1 | $759K | Buy |
2,435
+35
| +1% | +$10.9K | 0.09% | 88 |
|
|
2024
Q4 | $625K | Buy |
2,400
+41
| +2% | +$10.7K | 0.08% | 98 |
|
|
2024
Q3 | $760K | Buy |
2,359
+14
| +0.6% | +$4.51K | 0.09% | 86 |
|
|
2024
Q2 | $733K | Buy |
2,345
+1,104
| +89% | +$345K | 0.1% | 90 |
|
|
2024
Q1 | $353K | Sell |
1,241
-1,037
| -46% | -$295K | 0.05% | 151 |
|
|
2023
Q4 | $656K | Sell |
2,278
-22
| -1% | -$6.34K | 0.12% | 98 |
|
|
2023
Q3 | $618K | Buy |
2,300
+71
| +3% | +$19.1K | 0.13% | 88 |
|
|
2023
Q2 | $495K | Buy |
2,229
+1,107
| +99% | +$246K | 0.1% | 99 |
|
|
2023
Q1 | $271K | Buy |
1,122
+66
| +6% | +$16K | 0.06% | 142 |
|
|
2022
Q4 | $277K | Buy |
1,056
+97
| +10% | +$25.5K | 0.07% | 149 |
|
|
2022
Q3 | $216K | Buy |
959
+11
| +1% | +$2.48K | 0.06% | 156 |
|
|
2022
Q2 | $230K | Sell |
948
-10
| -1% | -$2.43K | 0.06% | 149 |
|
|
2022
Q1 | $232K | Sell |
958
-980
| -51% | -$237K | 0.05% | 170 |
|
|
2021
Q4 | $436K | Buy |
+1,938
| New | +$436K | 0.09% | 114 |
|
|
2021
Q2 | – | Sell |
-1,698
| Closed | -$422K | – | 164 |
|
|
2021
Q1 | $422K | Sell |
1,698
-66
| -4% | -$16.4K | 0.13% | 103 |
|
|
2020
Q4 | $406K | Buy |
+1,764
| New | +$406K | 0.13% | 107 |
|