Private Wealth Partners’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Buy |
936
+107
| +13% | +$29.9K | 0.02% | 147 |
|
|
2025
Q1 | $258K | Buy |
+829
| New | +$258K | 0.02% | 145 |
|
|
2024
Q4 | – | Sell |
-2,749
| Closed | -$886K | – | 172 |
|
|
2024
Q3 | $886K | Buy |
2,749
+1,450
| +112% | +$467K | 0.07% | 94 |
|
|
2024
Q2 | $406K | Buy |
1,299
+300
| +30% | +$93.7K | 0.03% | 124 |
|
|
2024
Q1 | $284K | Sell |
999
-2,406
| -71% | -$684K | 0.02% | 139 |
|
|
2023
Q4 | $981K | Buy |
3,405
+15
| +0.4% | +$4.32K | 0.08% | 88 |
|
|
2023
Q3 | $911K | Hold |
3,390
| – | – | 0.09% | 85 |
|
|
2023
Q2 | $753K | Sell |
3,390
-27
| -0.8% | -$6K | 0.07% | 93 |
|
|
2023
Q1 | $826K | Buy |
+3,417
| New | +$826K | 0.08% | 91 |
|
|
2014
Q4 | – | Sell |
-3,608
| Closed | -$507K | – | 147 |
|
|
2014
Q3 | $507K | Buy |
+3,608
| New | +$507K | 0.11% | 125 |
|
|
2014
Q1 | – | Sell |
-4,000
| Closed | -$456K | – | 156 |
|
|
2013
Q4 | $456K | Hold |
4,000
| – | – | 0.1% | 129 |
|
|
2013
Q3 | $448K | Hold |
4,000
| – | – | 0.11% | 128 |
|
|
2013
Q2 | $395K | Buy |
+4,000
| New | +$395K | 0.1% | 127 |
|