Roberts Capital Advisors’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,395
| Closed | -$364K | – | 85 |
|
|
2024
Q4 | $364K | Hold |
1,395
| – | – | 0.3% | 72 |
|
|
2024
Q3 | $449K | Hold |
1,395
| – | – | 0.38% | 70 |
|
|
2024
Q2 | $397K | Hold |
1,395
| – | – | 0.38% | 75 |
|
|
2024
Q1 | $397K | Buy |
+1,395
| New | +$397K | 0.38% | 75 |
|
|
2022
Q3 | $337K | Hold |
1,496
| – | – | 0.49% | 72 |
|
|
2022
Q2 | $364K | Hold |
1,496
| – | – | 0.5% | 72 |
|
|
2022
Q1 | $362K | Hold |
1,496
| – | – | 0.37% | 87 |
|
|
2021
Q4 | $337K | Buy |
+1,496
| New | +$337K | 0.31% | 90 |
|