Schaper Benz & Wise Investment Counsel’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $469K | Sell |
1,679
-197
| -11% | -$55K | 0.04% | 121 |
|
|
2025
Q1 | $585K | Buy |
1,876
+7
| +0.4% | +$2.18K | 0.05% | 109 |
|
|
2024
Q4 | $487K | Hold |
1,869
| – | – | 0.04% | 118 |
|
|
2024
Q3 | $602K | Buy |
1,869
+790
| +73% | +$255K | 0.05% | 109 |
|
|
2024
Q2 | $337K | Sell |
1,079
-117
| -10% | -$36.6K | 0.03% | 124 |
|
|
2024
Q1 | $340K | Buy |
1,196
+1
| +0.1% | +$284 | 0.03% | 124 |
|
|
2023
Q4 | $344K | Hold |
1,195
| – | – | 0.03% | 112 |
|
|
2023
Q3 | $321K | Hold |
1,195
| – | – | 0.03% | 117 |
|
|
2023
Q2 | $265K | Hold |
1,195
| – | – | 0.03% | 123 |
|
|
2023
Q1 | $289K | Buy |
1,195
+57
| +5% | +$13.8K | 0.03% | 121 |
|
|
2022
Q4 | $299K | Buy |
+1,138
| New | +$299K | 0.03% | 116 |
|
|
2021
Q3 | – | Sell |
-878
| Closed | -$214K | – | 126 |
|
|
2021
Q2 | $214K | Hold |
878
| – | – | 0.02% | 125 |
|
|
2021
Q1 | $218K | Hold |
878
| – | – | 0.02% | 118 |
|
|
2020
Q4 | $202K | Buy |
+878
| New | +$202K | 0.02% | 122 |
|