Simon Quick Advisors’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
5,073
+1,051
| +26% | +$293K | 0.06% | 199 |
|
|
2025
Q1 | $1.25M | Buy |
4,022
+1,027
| +34% | +$320K | 0.07% | 140 |
|
|
2024
Q4 | $781K | Sell |
2,995
-152
| -5% | -$39.6K | 0.05% | 181 |
|
|
2024
Q3 | $1.01M | Buy |
3,147
+265
| +9% | +$85.4K | 0.06% | 152 |
|
|
2024
Q2 | $901K | Buy |
2,882
+521
| +22% | +$163K | 0.06% | 145 |
|
|
2024
Q1 | $671K | Buy |
2,361
+193
| +9% | +$54.9K | 0.05% | 164 |
|
|
2023
Q4 | $624K | Buy |
2,168
+118
| +6% | +$34K | 0.06% | 149 |
|
|
2023
Q3 | $551K | Buy |
2,050
+300
| +17% | +$80.6K | 0.05% | 154 |
|
|
2023
Q2 | $389K | Buy |
1,750
+221
| +14% | +$49.1K | 0.04% | 178 |
|
|
2023
Q1 | $370K | Buy |
1,529
+363
| +31% | +$87.8K | 0.04% | 179 |
|
|
2022
Q4 | $306K | Buy |
+1,166
| New | +$306K | 0.04% | 176 |
|
|
2021
Q4 | – | Sell |
-10
| Closed | -$2K | – | 367 |
|
|
2021
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 393 |
|
|
2021
Q2 | $2K | Sell |
10
-141
| -93% | -$28.2K | ﹤0.01% | 416 |
|
|
2021
Q1 | $37K | Sell |
151
-49
| -25% | -$12K | 0.01% | 298 |
|
|
2020
Q4 | $46K | Sell |
200
-201
| -50% | -$46.2K | 0.01% | 237 |
|
|
2020
Q3 | $102K | Buy |
401
+228
| +132% | +$58K | 0.03% | 133 |
|
|
2020
Q2 | $41K | Sell |
173
-136
| -44% | -$32.2K | 0.02% | 213 |
|
|
2020
Q1 | $63K | Buy |
309
+5
| +2% | +$1.02K | 0.02% | 168 |
|
|
2019
Q4 | $73K | Buy |
+304
| New | +$73K | 0.03% | 182 |
|
|
2019
Q3 | – | Sell |
-16
| Closed | -$2.95K | – | 376 |
|
|
2019
Q2 | $2.95K | Buy |
+16
| New | +$2.95K | ﹤0.01% | 327 |
|
|
2019
Q1 | – | Sell |
-154
| Closed | -$30K | – | 391 |
|
|
2018
Q4 | $30K | Buy |
154
+135
| +711% | +$26.3K | 0.01% | 226 |
|
|
2018
Q3 | $4K | Sell |
19
-45
| -70% | -$9.47K | ﹤0.01% | 265 |
|
|
2018
Q2 | $11K | Buy |
64
+45
| +237% | +$7.73K | ﹤0.01% | 260 |
|
|
2018
Q1 | $3K | Hold |
19
| – | – | ﹤0.01% | 274 |
|
|
2017
Q4 | $4K | Sell |
19
-199
| -91% | -$41.9K | ﹤0.01% | 374 |
|
|
2017
Q3 | $41K | Buy |
218
+18
| +9% | +$3.39K | 0.01% | 295 |
|
|
2017
Q2 | $34K | Buy |
200
+98
| +96% | +$16.7K | 0.02% | 143 |
|
|
2017
Q1 | $17K | Sell |
102
-250
| -71% | -$41.7K | 0.01% | 222 |
|
|
2016
Q4 | $51K | Buy |
+352
| New | +$51K | 0.04% | 157 |
|