SIA
Schechter Investment Advisors’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.42M | Sell |
4,555
-1,737
| -28% | -$541K | 0.12% | 175 |
|
|
2024
Q4 | $1.64M | Sell |
6,292
-927
| -13% | -$242K | 0.13% | 156 |
|
|
2024
Q3 | $2.33M | Sell |
7,219
-13
| -0.2% | -$4.19K | 0.17% | 108 |
|
|
2024
Q2 | $2.26M | Buy |
7,232
+395
| +6% | +$123K | 0.17% | 103 |
|
|
2024
Q1 | $1.94M | Sell |
6,837
-373
| -5% | -$106K | 0.15% | 125 |
|
|
2023
Q4 | $2.08M | Sell |
7,210
-190
| -3% | -$54.7K | 0.18% | 111 |
|
|
2023
Q3 | $1.99M | Buy |
7,400
+1,588
| +27% | +$427K | 0.19% | 102 |
|
|
2023
Q2 | $1.29M | Sell |
5,812
-965
| -14% | -$214K | 0.12% | 199 |
|
|
2023
Q1 | $1.64M | Buy |
6,777
+1,869
| +38% | +$452K | 0.15% | 156 |
|
|
2022
Q4 | $1.29M | Buy |
4,908
+249
| +5% | +$65.4K | 0.12% | 219 |
|
|
2022
Q3 | $1.05M | Sell |
4,659
-280
| -6% | -$63.1K | 0.1% | 263 |
|
|
2022
Q2 | $1.2M | Buy |
4,939
+472
| +11% | +$115K | 0.12% | 222 |
|
|
2022
Q1 | $1.08M | Buy |
4,467
+493
| +12% | +$119K | 0.1% | 277 |
|
|
2021
Q4 | $894K | Buy |
+3,974
| New | +$894K | 0.08% | 339 |
|