PRW Wealth Management’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $447K | Hold |
1,700
| – | – | 0.17% | 49 |
|
|
2023
Q2 | $387K | Buy |
1,700
+568
| +50% | +$129K | 0.13% | 42 |
|
|
2023
Q1 | $271K | Hold |
1,132
| – | – | 0.11% | 86 |
|
|
2022
Q4 | $297K | Hold |
1,132
| – | – | 0.13% | 47 |
|
|
2022
Q3 | $255K | Buy |
1,132
+75
| +7% | +$16.9K | 0.12% | 72 |
|
|
2022
Q2 | $257K | Hold |
1,057
| – | – | 0.15% | 75 |
|
|
2022
Q1 | $256K | Sell |
1,057
-7
| -0.7% | -$1.7K | 0.11% | 91 |
|
|
2021
Q4 | $240K | Hold |
1,064
| – | – | 0.11% | 90 |
|
|
2021
Q3 | $226K | Buy |
+1,064
| New | +$226K | 0.11% | 87 |
|
|
2021
Q2 | – | Sell |
-1,139
| Closed | -$283K | – | 259 |
|
|
2021
Q1 | $283K | Sell |
1,139
-100
| -8% | -$24.8K | 0.14% | 70 |
|
|
2020
Q4 | $285K | Hold |
1,239
| – | – | 0.16% | 70 |
|
|
2020
Q3 | $315K | Hold |
1,239
| – | – | 0.23% | 58 |
|
|
2020
Q2 | $292K | Sell |
1,239
-3
| -0.2% | -$707 | 0.23% | 56 |
|
|
2020
Q1 | $252K | Buy |
+1,242
| New | +$252K | 0.31% | 48 |
|
|
2019
Q2 | – | Sell |
-285
| Closed | -$55K | – | 94 |
|
|
2019
Q1 | $55K | Sell |
285
-28
| -9% | -$5.4K | 0.05% | 130 |
|
|
2018
Q4 | $62K | Buy |
+313
| New | +$62K | 0.08% | 121 |
|