Robertson Stephens Wealth Management’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Sell |
4,029
-248
| -6% | -$69.2K | 0.04% | 254 |
|
|
2025
Q1 | $1.33M | Sell |
4,277
-21
| -0.5% | -$6.54K | 0.05% | 227 |
|
|
2024
Q4 | $1.12M | Sell |
4,298
-358
| -8% | -$93.3K | 0.04% | 248 |
|
|
2024
Q3 | $1.5M | Buy |
4,656
+50
| +1% | +$16.1K | 0.05% | 230 |
|
|
2024
Q2 | $1.44M | Buy |
4,606
+458
| +11% | +$143K | 0.07% | 178 |
|
|
2024
Q1 | $1.18M | Sell |
4,148
-415
| -9% | -$118K | 0.06% | 212 |
|
|
2023
Q4 | $1.31M | Sell |
4,563
-196
| -4% | -$56.5K | 0.08% | 194 |
|
|
2023
Q3 | $1.28M | Buy |
4,759
+112
| +2% | +$30.1K | 0.09% | 181 |
|
|
2023
Q2 | $1.03M | Sell |
4,647
-185
| -4% | -$41.1K | 0.07% | 187 |
|
|
2023
Q1 | $1.17M | Buy |
4,832
+761
| +19% | +$184K | 0.09% | 184 |
|
|
2022
Q4 | $1.07M | Buy |
4,071
+45
| +1% | +$11.8K | 0.1% | 168 |
|
|
2022
Q3 | $907K | Sell |
4,026
-121
| -3% | -$27.3K | 0.09% | 160 |
|
|
2022
Q2 | $1.01M | Sell |
4,147
-1,449
| -26% | -$352K | 0.1% | 156 |
|
|
2022
Q1 | $1.35M | Buy |
5,596
+920
| +20% | +$222K | 0.11% | 148 |
|
|
2021
Q4 | $1.05M | Buy |
4,676
+1,700
| +57% | +$382K | 0.09% | 175 |
|
|
2021
Q3 | $632K | Sell |
2,976
-590
| -17% | -$125K | 0.07% | 177 |
|
|
2021
Q2 | $869K | Buy |
3,566
+2,255
| +172% | +$550K | 0.1% | 142 |
|
|
2021
Q1 | $326K | Buy |
1,311
+377
| +40% | +$93.7K | 0.05% | 222 |
|
|
2020
Q4 | $214K | Buy |
+934
| New | +$214K | 0.04% | 235 |
|
|
2020
Q1 | – | Sell |
-903
| Closed | -$217K | – | 180 |
|
|
2019
Q4 | $217K | Sell |
903
-312
| -26% | -$75K | 0.11% | 98 |
|
|
2019
Q3 | $235K | Buy |
+1,215
| New | +$235K | 0.12% | 114 |
|