Plante Moran Financial 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 | $584K | Sell |
2,091
-60
| -3% | -$16.8K | 0.04% | 73 |
|
|
2025
Q1 | $670K | Sell |
2,151
-5,093
| -70% | -$1.59M | 0.06% | 65 |
|
|
2024
Q4 | $1.89M | Sell |
7,244
-17
| -0.2% | -$4.43K | 0.16% | 30 |
|
|
2024
Q3 | $2.34M | Buy |
7,261
+17
| +0.2% | +$5.48K | 0.2% | 27 |
|
|
2024
Q2 | $2.26M | Sell |
7,244
-14
| -0.2% | -$4.37K | 0.23% | 27 |
|
|
2024
Q1 | $2.06M | Sell |
7,258
-234
| -3% | -$66.5K | 0.22% | 30 |
|
|
2023
Q4 | $2.16M | Buy |
7,492
+5,251
| +234% | +$1.51M | 0.23% | 28 |
|
|
2023
Q3 | $602K | Hold |
2,241
| – | – | 0.07% | 64 |
|
|
2023
Q2 | $498K | Sell |
2,241
-7
| -0.3% | -$1.55K | 0.06% | 84 |
|
|
2023
Q1 | $543K | Buy |
2,248
+123
| +6% | +$29.7K | 0.07% | 79 |
|
|
2022
Q4 | $558K | Buy |
2,125
+47
| +2% | +$12.3K | 0.08% | 76 |
|
|
2022
Q3 | $468K | Sell |
2,078
-96
| -4% | -$21.6K | 0.08% | 80 |
|
|
2022
Q2 | $529K | Sell |
2,174
-139
| -6% | -$33.8K | 0.09% | 75 |
|
|
2022
Q1 | $559K | Sell |
2,313
-40
| -2% | -$9.67K | 0.1% | 77 |
|
|
2021
Q4 | $529K | Sell |
2,353
-699
| -23% | -$157K | 0.09% | 83 |
|
|
2021
Q3 | $649K | Buy |
3,052
+781
| +34% | +$166K | 0.14% | 69 |
|
|
2021
Q2 | $554K | Sell |
2,271
-72
| -3% | -$17.6K | 0.13% | 75 |
|
|
2021
Q1 | $583K | Buy |
2,343
+210
| +10% | +$52.3K | 0.16% | 72 |
|
|
2020
Q4 | $490K | Sell |
2,133
-598
| -22% | -$137K | 0.15% | 81 |
|
|
2020
Q3 | $694K | Hold |
2,731
| – | – | 0.24% | 57 |
|
|
2020
Q2 | $644K | Sell |
2,731
-61
| -2% | -$14.4K | 0.26% | 54 |
|
|
2020
Q1 | $566K | Buy |
2,792
+111
| +4% | +$22.5K | 0.26% | 56 |
|
|
2019
Q4 | $646K | Sell |
2,681
-380
| -12% | -$91.6K | 0.22% | 63 |
|
|
2019
Q3 | $592K | Buy |
3,061
+13
| +0.4% | +$2.51K | 0.17% | 77 |
|
|
2019
Q2 | $562K | Sell |
3,048
-3,584
| -54% | -$661K | 0.17% | 75 |
|
|
2019
Q1 | $1.26M | Sell |
6,632
-322
| -5% | -$61.2K | 0.39% | 38 |
|
|
2018
Q4 | $1.35M | Buy |
6,954
+1,329
| +24% | +$259K | 0.47% | 31 |
|
|
2018
Q3 | $1.17M | Buy |
5,625
+3,259
| +138% | +$676K | 0.38% | 35 |
|
|
2018
Q2 | $437K | Buy |
2,366
+543
| +30% | +$100K | 0.22% | 79 |
|
|
2018
Q1 | $311K | Buy |
1,823
+506
| +38% | +$86.3K | 0.17% | 107 |
|
|
2017
Q4 | $229K | Buy |
1,317
+770
| +141% | +$134K | 0.13% | 122 |
|
|
2017
Q3 | $102K | Hold |
547
| – | – | 0.06% | 201 |
|
|
2017
Q2 | $94K | Sell |
547
-31
| -5% | -$5.33K | 0.06% | 207 |
|
|
2017
Q1 | $95K | Sell |
578
-2,547
| -82% | -$419K | 0.06% | 209 |
|
|
2016
Q4 | $457K | Buy |
3,125
+2,790
| +833% | +$408K | 0.29% | 71 |
|
|
2016
Q3 | $56K | Hold |
335
| – | – | 0.04% | 289 |
|
|
2016
Q2 | $51K | Sell |
335
-23
| -6% | -$3.5K | 0.04% | 276 |
|
|
2016
Q1 | $54K | Sell |
358
-231
| -39% | -$34.8K | 0.04% | 251 |
|
|
2015
Q4 | $96K | Sell |
589
-39
| -6% | -$6.36K | 0.07% | 192 |
|
|
2015
Q3 | $87K | Sell |
628
-164
| -21% | -$22.7K | 0.07% | 195 |
|
|
2015
Q2 | $122K | Buy |
792
+324
| +69% | +$49.9K | 0.09% | 167 |
|
|
2015
Q1 | $75K | Hold |
468
| – | – | 0.05% | 225 |
|
|
2014
Q4 | $75K | Hold |
468
| – | – | 0.06% | 219 |
|
|
2014
Q3 | $66K | Sell |
468
-255
| -35% | -$36K | 0.06% | 214 |
|
|
2014
Q2 | $86K | Buy |
723
+489
| +209% | +$58.2K | 0.08% | 163 |
|
|
2014
Q1 | $29K | Sell |
234
-77
| -25% | -$9.54K | 0.03% | 214 |
|
|
2013
Q4 | $35K | Buy |
311
+79
| +34% | +$8.89K | 0.02% | 283 |
|
|
2013
Q3 | $26K | Buy |
232
+209
| +909% | +$23.4K | 0.02% | 256 |
|
|
2013
Q2 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 529 |
|