San Luis Wealth Advisors’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Buy |
959
+3
| +0.3% | +$838 | 0.06% | 124 |
|
|
2025
Q1 | $298K | Sell |
956
-221
| -19% | -$68.9K | 0.07% | 115 |
|
|
2024
Q4 | $307K | Buy |
1,177
+7
| +0.6% | +$1.83K | 0.06% | 118 |
|
|
2024
Q3 | $377K | Sell |
1,170
-19
| -2% | -$6.12K | 0.08% | 106 |
|
|
2024
Q2 | $372K | Buy |
+1,189
| New | +$372K | 0.09% | 86 |
|
|
2024
Q1 | – | Sell |
-1,412
| Closed | -$407K | – | 51 |
|
|
2023
Q4 | $407K | Sell |
1,412
-4,976
| -78% | -$1.43M | 0.17% | 36 |
|
|
2023
Q3 | $1.72M | Sell |
6,388
-1,015
| -14% | -$273K | 0.83% | 23 |
|
|
2023
Q2 | $1.54M | Sell |
7,403
-530
| -7% | -$110K | 0.54% | 45 |
|
|
2023
Q1 | $1.92M | Buy |
+7,933
| New | +$1.92M | 0.74% | 27 |
|
|
2022
Q2 | – | Sell |
-1,556
| Closed | -$350K | – | 81 |
|
|
2022
Q1 | $350K | Hold |
1,556
| – | – | 0.17% | 105 |
|
|
2021
Q4 | $350K | Sell |
1,556
-51
| -3% | -$11.5K | 0.36% | 60 |
|
|
2021
Q3 | $342K | Buy |
+1,607
| New | +$342K | 0.19% | 111 |
|
|
2020
Q4 | $681K | Buy |
+2,963
| New | +$681K | 0.44% | 61 |
|