SFA
Sequoia Financial Advisors’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.8M | Buy |
157,027
+7,966
| +5% | +$2.22M | 0.3% | 69 |
|
|
2025
Q1 | $46.4M | Buy |
149,061
+5,225
| +4% | +$1.63M | 0.36% | 61 |
|
|
2024
Q4 | $37.5M | Buy |
143,836
+9,254
| +7% | +$2.41M | 0.36% | 60 |
|
|
2024
Q3 | $43.4M | Buy |
134,582
+11,679
| +10% | +$3.76M | 0.47% | 50 |
|
|
2024
Q2 | $38.4M | Buy |
122,903
+4,196
| +4% | +$1.31M | 0.46% | 52 |
|
|
2024
Q1 | $33.8M | Buy |
118,707
+47,466
| +67% | +$13.5M | 0.42% | 54 |
|
|
2023
Q4 | $20.5M | Buy |
71,241
+56,951
| +399% | +$16.4M | 0.25% | 83 |
|
|
2023
Q3 | $3.84M | Sell |
14,290
-176
| -1% | -$47.3K | 0.07% | 172 |
|
|
2023
Q2 | $3.21M | Buy |
14,466
+871
| +6% | +$193K | 0.06% | 192 |
|
|
2023
Q1 | $3.29M | Buy |
13,595
+342
| +3% | +$82.7K | 0.07% | 170 |
|
|
2022
Q4 | $3.48M | Buy |
13,253
+7,584
| +134% | +$1.99M | 0.09% | 153 |
|
|
2022
Q3 | $1.28M | Sell |
5,669
-3,842
| -40% | -$866K | 0.04% | 192 |
|
|
2022
Q2 | $2.31M | Sell |
9,511
-2,189
| -19% | -$533K | 0.07% | 159 |
|
|
2022
Q1 | $2.83M | Buy |
11,700
+556
| +5% | +$134K | 0.07% | 154 |
|
|
2021
Q4 | $2.51M | Buy |
11,144
+4,444
| +66% | +$1,000K | 0.07% | 161 |
|
|
2021
Q3 | $1.43M | Sell |
6,700
-4,149
| -38% | -$882K | 0.14% | 87 |
|
|
2021
Q2 | $2.64M | Sell |
10,849
-126
| -1% | -$30.7K | 0.1% | 127 |
|
|
2021
Q1 | $2.73M | Buy |
10,975
+970
| +10% | +$241K | 0.11% | 110 |
|
|
2020
Q4 | $2.3M | Buy |
10,005
+263
| +3% | +$60.5K | 0.11% | 113 |
|
|
2020
Q3 | $2.48M | Buy |
9,742
+62
| +0.6% | +$15.8K | 0.13% | 94 |
|
|
2020
Q2 | $2.28M | Buy |
9,680
+387
| +4% | +$91.3K | 0.14% | 83 |
|
|
2020
Q1 | $1.88M | Buy |
9,293
+1,412
| +18% | +$286K | 0.14% | 81 |
|
|
2019
Q4 | $1.9M | Buy |
7,881
+291
| +4% | +$70.2K | 0.12% | 100 |
|
|
2019
Q3 | $1.47M | Sell |
7,590
-135
| -2% | -$26.1K | 0.11% | 103 |
|
|
2019
Q2 | $1.42M | Buy |
7,725
+18
| +0.2% | +$3.32K | 0.11% | 102 |
|
|
2019
Q1 | $1.46M | Buy |
7,707
+1,337
| +21% | +$254K | 0.12% | 99 |
|
|
2018
Q4 | $1.24M | Buy |
6,370
+675
| +12% | +$131K | 0.14% | 93 |
|
|
2018
Q3 | $1.18M | Sell |
5,695
-269
| -5% | -$55.7K | 0.12% | 103 |
|
|
2018
Q2 | $1.1M | Buy |
5,964
+1,283
| +27% | +$237K | 0.12% | 105 |
|
|
2018
Q1 | $798K | Sell |
4,681
-104
| -2% | -$17.7K | 0.08% | 121 |
|
|
2017
Q4 | $832K | Buy |
4,785
+419
| +10% | +$72.9K | 0.09% | 125 |
|
|
2017
Q3 | $814K | Sell |
4,366
-243
| -5% | -$45.3K | 0.1% | 119 |
|
|
2017
Q2 | $794K | Sell |
4,609
-1,036
| -18% | -$178K | 0.1% | 124 |
|
|
2017
Q1 | $926K | Sell |
5,645
-445
| -7% | -$73K | 0.12% | 108 |
|
|
2016
Q4 | $890K | Sell |
6,090
-1,384
| -19% | -$202K | 0.13% | 110 |
|
|
2016
Q3 | $1.25M | Sell |
7,474
-730
| -9% | -$122K | 0.23% | 70 |
|
|
2016
Q2 | $1.25M | Buy |
8,204
+2,312
| +39% | +$352K | 0.35% | 60 |
|
|
2016
Q1 | $883K | Buy |
5,892
+172
| +3% | +$25.8K | 0.29% | 66 |
|
|
2015
Q4 | $929K | Buy |
5,720
+75
| +1% | +$12.2K | 0.37% | 56 |
|
|
2015
Q3 | $781K | Buy |
5,645
+63
| +1% | +$8.72K | 0.34% | 60 |
|
|
2015
Q2 | $857K | Buy |
5,582
+60
| +1% | +$9.21K | 0.36% | 63 |
|
|
2015
Q1 | $883K | Sell |
5,522
-139
| -2% | -$22.2K | 0.4% | 61 |
|
|
2014
Q4 | $902K | Sell |
5,661
-435
| -7% | -$69.3K | 0.62% | 41 |
|
|
2014
Q3 | $856K | Sell |
6,096
-180
| -3% | -$25.3K | 0.59% | 39 |
|
|
2014
Q2 | $743K | Sell |
6,276
-177
| -3% | -$21K | 0.56% | 44 |
|
|
2014
Q1 | $796K | Buy |
6,453
+54
| +0.8% | +$6.66K | 0.66% | 34 |
|
|
2013
Q4 | $730K | Buy |
+6,399
| New | +$730K | 0.6% | 41 |
|