QFA
Quantum Financial Advisors’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $873K | Sell |
3,128
-47
| -1% | -$13.1K | 0.12% | 72 |
|
|
2025
Q1 | $989K | Sell |
3,175
-72
| -2% | -$22.4K | 0.15% | 68 |
|
|
2024
Q4 | $846K | Sell |
3,247
-219
| -6% | -$57.1K | 0.13% | 68 |
|
|
2024
Q3 | $1.12M | Buy |
3,466
+300
| +9% | +$96.7K | 0.17% | 60 |
|
|
2024
Q2 | $989K | Hold |
3,166
| – | – | 0.17% | 62 |
|
|
2024
Q1 | $900K | Buy |
3,166
+212
| +7% | +$60.3K | 0.17% | 63 |
|
|
2023
Q4 | $851K | Buy |
2,954
+38
| +1% | +$10.9K | 0.21% | 32 |
|
|
2023
Q3 | $784K | Buy |
2,916
+17
| +0.6% | +$4.57K | 0.23% | 34 |
|
|
2023
Q2 | $644K | Hold |
2,899
| – | – | 0.19% | 33 |
|
|
2023
Q1 | $701K | Hold |
2,899
| – | – | 0.22% | 31 |
|
|
2022
Q4 | $761K | Buy |
2,899
+44
| +2% | +$11.6K | 0.34% | 23 |
|
|
2022
Q3 | $643K | Hold |
2,855
| – | – | 0.29% | 27 |
|
|
2022
Q2 | $720K | Buy |
+2,855
| New | +$720K | 0.27% | 27 |
|