Schrum Private Wealth Management’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,260
| Closed | -$406K | – | 125 |
|
|
2024
Q3 | $406K | Buy |
1,260
+370
| +42% | +$119K | 0.21% | 109 |
|
|
2024
Q2 | $278K | Hold |
890
| – | – | 0.25% | 99 |
|
|
2024
Q1 | $253K | Buy |
890
+80
| +10% | +$22.7K | 0.23% | 109 |
|
|
2023
Q4 | $233K | Sell |
810
-80
| -9% | -$23K | 0.33% | 84 |
|
|
2023
Q3 | $239K | Buy |
+890
| New | +$239K | 0.27% | 96 |
|
|
2023
Q2 | – | Sell |
-890
| Closed | -$215K | – | 110 |
|
|
2023
Q1 | $215K | Buy |
890
+73
| +9% | +$17.6K | 0.25% | 102 |
|
|
2022
Q4 | $215K | Buy |
+817
| New | +$215K | 0.25% | 104 |
|
|
2022
Q2 | – | Sell |
-817
| Closed | -$203K | – | 114 |
|
|
2022
Q1 | $203K | Buy |
+817
| New | +$203K | 0.2% | 117 |
|