Oxford Financial Group’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $488K | Sell |
1,747
-27
| -2% | -$7.54K | 0.03% | 133 |
|
|
2025
Q1 | $553K | Sell |
1,774
-488
| -22% | -$152K | 0.04% | 123 |
|
|
2024
Q4 | $590K | Sell |
2,262
-81
| -3% | -$21.1K | 0.04% | 123 |
|
|
2024
Q3 | $755K | Sell |
2,343
-53
| -2% | -$17.1K | 0.05% | 103 |
|
|
2024
Q2 | $749K | Sell |
2,396
-556
| -19% | -$174K | 0.05% | 110 |
|
|
2024
Q1 | $839K | Sell |
2,952
-2
| -0.1% | -$569 | 0.06% | 91 |
|
|
2023
Q4 | $851K | Buy |
2,954
+56
| +2% | +$16.1K | 0.06% | 94 |
|
|
2023
Q3 | $779K | Sell |
2,898
-359
| -11% | -$96.5K | 0.07% | 93 |
|
|
2023
Q2 | $723K | Buy |
3,257
+949
| +41% | +$211K | 0.07% | 99 |
|
|
2023
Q1 | $558K | Sell |
2,308
-94
| -4% | -$22.7K | 0.06% | 99 |
|
|
2022
Q4 | $631K | Buy |
2,402
+370
| +18% | +$97.2K | 0.07% | 93 |
|
|
2022
Q3 | $458K | Sell |
2,032
-26
| -1% | -$5.86K | 0.07% | 108 |
|
|
2022
Q2 | $501K | Buy |
2,058
+26
| +1% | +$6.33K | 0.07% | 106 |
|
|
2022
Q1 | $491K | Sell |
2,032
-349
| -15% | -$84.3K | 0.06% | 116 |
|
|
2021
Q4 | $536K | Sell |
2,381
-3
| -0.1% | -$675 | 0.06% | 114 |
|
|
2021
Q3 | $507K | Sell |
2,384
-2,537
| -52% | -$540K | 0.06% | 110 |
|
|
2021
Q2 | $1.2M | Sell |
4,921
-250
| -5% | -$60.9K | 0.16% | 63 |
|
|
2021
Q1 | $1.29M | Hold |
5,171
| – | – | 0.18% | 51 |
|
|
2020
Q4 | $1.19M | Hold |
5,171
| – | – | 0.17% | 50 |
|
|
2020
Q3 | $1.31M | Hold |
5,171
| – | – | 0.21% | 42 |
|
|
2020
Q2 | $1.22M | Sell |
5,171
-59
| -1% | -$13.9K | 0.21% | 47 |
|
|
2020
Q1 | $1.06M | Buy |
+5,230
| New | +$1.06M | 0.21% | 49 |
|