Optimum Investment 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 | $309K | Sell |
1,106
-130
| -11% | -$36.3K | 0.13% | 140 |
|
|
2025
Q1 | $385K | Sell |
1,236
-50
| -4% | -$15.6K | 0.18% | 112 |
|
|
2024
Q4 | $335K | Hold |
1,286
| – | – | 0.15% | 129 |
|
|
2024
Q3 | $414K | Hold |
1,286
| – | – | 0.18% | 116 |
|
|
2024
Q2 | $402K | Hold |
1,286
| – | – | 0.18% | 117 |
|
|
2024
Q1 | $366K | Buy |
1,286
+137
| +12% | +$39K | 0.17% | 127 |
|
|
2023
Q4 | $331K | Sell |
1,149
-605
| -34% | -$174K | 0.17% | 129 |
|
|
2023
Q3 | $471K | Hold |
1,754
| – | – | 0.24% | 102 |
|
|
2023
Q2 | $389K | Hold |
1,754
| – | – | 0.19% | 122 |
|
|
2023
Q1 | $424K | Sell |
1,754
-175
| -9% | -$42.3K | 0.22% | 110 |
|
|
2022
Q4 | $507K | Sell |
1,929
-473
| -20% | -$124K | 0.27% | 92 |
|
|
2022
Q3 | $541K | Sell |
2,402
-350
| -13% | -$78.8K | 0.29% | 78 |
|
|
2022
Q2 | $670K | Hold |
2,752
| – | – | 0.34% | 66 |
|
|
2022
Q1 | $665K | Sell |
2,752
-77
| -3% | -$18.6K | 0.28% | 77 |
|
|
2021
Q4 | $636K | Sell |
2,829
-60
| -2% | -$13.5K | 0.25% | 91 |
|
|
2021
Q3 | $614K | Sell |
2,889
-625
| -18% | -$133K | 0.26% | 91 |
|
|
2021
Q2 | $857K | Sell |
3,514
-1,275
| -27% | -$311K | 0.27% | 79 |
|
|
2021
Q1 | $1.19M | Hold |
4,789
| – | – | 0.35% | 63 |
|
|
2020
Q4 | $1.1M | Buy |
4,789
+36
| +0.8% | +$8.28K | 0.33% | 68 |
|
|
2020
Q3 | $1.21M | Buy |
4,753
+30
| +0.6% | +$7.63K | 0.41% | 55 |
|
|
2020
Q2 | $1.11M | Sell |
4,723
-1,203
| -20% | -$284K | 0.39% | 57 |
|
|
2020
Q1 | $1.2M | Sell |
5,926
-52
| -0.9% | -$10.5K | 0.49% | 45 |
|
|
2019
Q4 | $1.44M | Sell |
5,978
-400
| -6% | -$96.4K | 0.43% | 52 |
|
|
2019
Q3 | $1.23M | Sell |
6,378
-625
| -9% | -$121K | 0.39% | 61 |
|
|
2019
Q2 | $1.29M | Hold |
7,003
| – | – | 0.42% | 60 |
|
|
2019
Q1 | $1.33M | Sell |
7,003
-130
| -2% | -$24.7K | 0.44% | 55 |
|
|
2018
Q4 | $1.39M | Sell |
7,133
-135
| -2% | -$26.3K | 0.48% | 48 |
|
|
2018
Q3 | $1.51M | Sell |
7,268
-535
| -7% | -$111K | 0.42% | 54 |
|
|
2018
Q2 | $1.44M | Hold |
7,803
| – | – | 0.41% | 60 |
|
|
2018
Q1 | $1.33M | Hold |
7,803
| – | – | 0.39% | 64 |
|
|
2017
Q4 | $1.36M | Sell |
7,803
-111
| -1% | -$19.3K | 0.43% | 60 |
|
|
2017
Q3 | $1.48M | Buy |
7,914
+230
| +3% | +$42.9K | 0.49% | 51 |
|
|
2017
Q2 | $1.32M | Hold |
7,684
| – | – | 0.46% | 58 |
|
|
2017
Q1 | $1.26M | Hold |
7,684
| – | – | 0.45% | 63 |
|
|
2016
Q4 | $1.12M | Buy |
7,684
+450
| +6% | +$65.8K | 0.42% | 69 |
|
|
2016
Q3 | $1.21M | Buy |
7,234
+86
| +1% | +$14.3K | 0.45% | 58 |
|
|
2016
Q2 | $1.09M | Buy |
7,148
+75
| +1% | +$11.4K | 0.42% | 65 |
|
|
2016
Q1 | $1.06M | Sell |
7,073
-500
| -7% | -$74.9K | 0.42% | 69 |
|
|
2015
Q4 | $1.23M | Buy |
7,573
+78
| +1% | +$12.7K | 0.48% | 58 |
|
|
2015
Q3 | $1.04M | Buy |
+7,495
| New | +$1.04M | 0.42% | 68 |
|
|
2015
Q1 | $1.15M | Hold |
7,195
| – | – | 0.36% | 71 |
|
|
2014
Q4 | $1.15M | Hold |
7,195
| – | – | 0.37% | 70 |
|
|
2014
Q3 | $1.01M | Sell |
7,195
-100
| -1% | -$14.1K | 0.34% | 80 |
|
|
2014
Q2 | $864K | Hold |
7,295
| – | – | 0.28% | 98 |
|
|
2014
Q1 | $900K | Sell |
7,295
-500
| -6% | -$61.7K | 0.34% | 84 |
|
|
2013
Q4 | $889K | Hold |
7,795
| – | – | 0.33% | 82 |
|
|
2013
Q3 | $872K | Buy |
+7,795
| New | +$872K | 0.36% | 78 |
|