Smith & Howard Wealth Management’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-952
| Closed | -$232K | – | 69 |
|
|
2021
Q2 | $232K | Sell |
952
-70
| -7% | -$17.1K | 0.11% | 59 |
|
|
2021
Q1 | $254K | Hold |
1,022
| – | – | 0.13% | 51 |
|
|
2020
Q4 | $235K | Hold |
1,022
| – | – | 0.13% | 57 |
|
|
2020
Q3 | $260K | Sell |
1,022
-9
| -0.9% | -$2.29K | 0.15% | 53 |
|
|
2020
Q2 | $243K | Sell |
1,031
-47
| -4% | -$11.1K | 0.15% | 57 |
|
|
2020
Q1 | $219K | Sell |
1,078
-90
| -8% | -$18.3K | 0.14% | 58 |
|
|
2019
Q4 | $282K | Buy |
+1,168
| New | +$282K | 0.1% | 65 |
|
|
2014
Q1 | – | Sell |
-300
| Closed | -$34K | – | 50 |
|
|
2013
Q4 | $34K | Buy |
300
+100
| +50% | +$11.3K | 0.02% | 127 |
|
|
2013
Q3 | $22K | Sell |
200
-905
| -82% | -$99.6K | 0.01% | 149 |
|
|
2013
Q2 | $109K | Buy |
+1,105
| New | +$109K | 0.07% | 56 |
|