SFA
Seneca Financial Advisors’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $438K | Hold |
1,567
| – | – | 0.17% | 40 |
|
|
2025
Q1 | $488K | Hold |
1,567
| – | – | 0.24% | 37 |
|
|
2024
Q4 | $408K | Sell |
1,567
-160
| -9% | -$41.7K | 0.2% | 37 |
|
|
2024
Q3 | $556K | Hold |
1,727
| – | – | 0.27% | 36 |
|
|
2024
Q2 | $540K | Hold |
1,727
| – | – | 0.28% | 39 |
|
|
2024
Q1 | $491K | Hold |
1,727
| – | – | 0.26% | 40 |
|
|
2023
Q4 | $497K | Hold |
1,727
| – | – | 0.29% | 38 |
|
|
2023
Q3 | $464K | Hold |
1,727
| – | – | 0.32% | 37 |
|
|
2023
Q2 | $383K | Hold |
1,727
| – | – | 0.25% | 38 |
|
|
2023
Q1 | $418K | Buy |
1,727
+62
| +4% | +$15K | 0.27% | 37 |
|
|
2022
Q4 | $437K | Hold |
1,665
| – | – | 0.28% | 31 |
|
|
2022
Q3 | $375K | Sell |
1,665
-27
| -2% | -$6.09K | 0.27% | 33 |
|
|
2022
Q2 | $412K | Hold |
1,692
| – | – | 0.28% | 32 |
|
|
2022
Q1 | $409K | Hold |
1,692
| – | – | 0.25% | 33 |
|
|
2021
Q4 | $381K | Hold |
1,692
| – | – | 0.23% | 35 |
|
|
2021
Q3 | $360K | Buy |
1,692
+5
| +0.3% | +$1.06K | 0.24% | 30 |
|
|
2021
Q2 | $411K | Hold |
1,687
| – | – | 0.27% | 31 |
|
|
2021
Q1 | $420K | Hold |
1,687
| – | – | 0.3% | 29 |
|
|
2020
Q4 | $388K | Buy |
+1,687
| New | +$388K | 0.29% | 30 |
|