PYA Waltman Capital’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.5M | Buy |
12,527
+1,178
| +10% | +$329K | 1.01% | 25 |
|
|
2025
Q1 | $3.54M | Buy |
11,349
+422
| +4% | +$131K | 1.11% | 22 |
|
|
2024
Q4 | $2.85M | Buy |
10,927
+307
| +3% | +$80K | 0.92% | 29 |
|
|
2024
Q3 | $3.42M | Buy |
10,620
+442
| +4% | +$142K | 1.12% | 23 |
|
|
2024
Q2 | $3.18M | Buy |
10,178
+637
| +7% | +$199K | 1.17% | 21 |
|
|
2024
Q1 | $2.71M | Buy |
9,541
+1,347
| +16% | +$383K | 1.01% | 23 |
|
|
2023
Q4 | $2.36M | Buy |
8,194
+539
| +7% | +$155K | 0.98% | 24 |
|
|
2023
Q3 | $2.06M | Buy |
7,655
+1,533
| +25% | +$412K | 0.87% | 25 |
|
|
2023
Q2 | $1.6M | Buy |
6,122
+1,626
| +36% | +$424K | 0.69% | 26 |
|
|
2023
Q1 | $1.09M | Buy |
4,496
+1,545
| +52% | +$374K | 0.54% | 31 |
|
|
2022
Q4 | $775K | Buy |
2,951
+535
| +22% | +$141K | 0.41% | 31 |
|
|
2022
Q3 | $545K | Buy |
2,416
+1,715
| +245% | +$387K | 0.32% | 29 |
|
|
2022
Q2 | $171K | Buy |
701
+551
| +367% | +$134K | 0.1% | 48 |
|
|
2022
Q1 | $36K | Hold |
150
| – | – | 0.02% | 109 |
|
|
2021
Q4 | $34K | Buy |
+150
| New | +$34K | 0.02% | 106 |
|