Phillips Wealth Planners’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $986K | Buy |
3,321
+262
| +9% | +$77.8K | 0.89% | 29 |
|
|
2025
Q1 | $875K | Buy |
3,059
+287
| +10% | +$82.1K | 0.92% | 30 |
|
|
2024
Q4 | $727K | Sell |
2,772
-328
| -11% | -$86K | 0.73% | 34 |
|
|
2024
Q3 | $997K | Sell |
3,100
-147
| -5% | -$47.3K | 0.96% | 25 |
|
|
2024
Q2 | $1.04M | Buy |
3,247
+358
| +12% | +$115K | 1.1% | 20 |
|
|
2024
Q1 | $767K | Sell |
2,889
-266
| -8% | -$70.7K | 0.88% | 27 |
|
|
2023
Q4 | $961K | Sell |
3,155
-319
| -9% | -$97.1K | 1.16% | 21 |
|
|
2023
Q3 | $975K | Buy |
3,474
+1,228
| +55% | +$345K | 1.32% | 17 |
|
|
2023
Q2 | $499K | Buy |
2,246
+272
| +14% | +$60.4K | 0.65% | 52 |
|
|
2023
Q1 | $472K | Buy |
+1,974
| New | +$472K | 0.62% | 52 |
|