ORG
Optimist Retirement Group’s Amgen AMGN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $200K | Hold |
717
| – | – | 0.1% | 117 |
|
2025
Q1 | $223K | Buy |
+717
| New | +$223K | 0.11% | 106 |
|
2024
Q4 | – | Sell |
-717
| Closed | -$231K | – | 120 |
|
2024
Q3 | $231K | Sell |
717
-112
| -14% | -$36.1K | 0.1% | 111 |
|
2024
Q2 | $259K | Sell |
829
-259
| -24% | -$80.9K | 0.14% | 63 |
|
2024
Q1 | $309K | Hold |
1,088
| – | – | 0.16% | 61 |
|
2023
Q4 | $313K | Buy |
+1,088
| New | +$313K | 0.2% | 55 |
|