Pacific Capital 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 | – | Sell |
-666
| Closed | -$207K | – | 75 |
|
|
2025
Q1 | $207K | Sell |
666
-25
| -4% | -$7.79K | 0.04% | 80 |
|
|
2024
Q4 | $180K | Sell |
691
-76
| -10% | -$19.8K | 0.03% | 83 |
|
|
2024
Q3 | $247K | Sell |
767
-23
| -3% | -$7.41K | 0.04% | 69 |
|
|
2024
Q2 | $247K | Buy |
790
+96
| +14% | +$30K | 0.05% | 62 |
|
|
2024
Q1 | $197K | Buy |
694
+7
| +1% | +$1.99K | 0.05% | 64 |
|
|
2023
Q4 | $198K | Buy |
+687
| New | +$198K | 0.05% | 62 |
|
|
2020
Q4 | – | Sell |
-24
| Closed | -$6K | – | 72 |
|
|
2020
Q3 | $6K | Buy |
+24
| New | +$6K | ﹤0.01% | 181 |
|