Soltis Investment Advisors’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.18M | Buy |
18,557
+697
| +4% | +$195K | 0.41% | 64 |
|
|
2025
Q1 | $5.56M | Buy |
17,860
+15,528
| +666% | +$4.84M | 0.5% | 54 |
|
|
2024
Q4 | $608K | Sell |
2,332
-44
| -2% | -$11.5K | 0.06% | 220 |
|
|
2024
Q3 | $766K | Buy |
2,376
+352
| +17% | +$113K | 0.07% | 174 |
|
|
2024
Q2 | $632K | Sell |
2,024
-395
| -16% | -$123K | 0.07% | 186 |
|
|
2024
Q1 | $688K | Sell |
2,419
-18
| -0.7% | -$5.12K | 0.08% | 170 |
|
|
2023
Q4 | $702K | Buy |
2,437
+61
| +3% | +$17.6K | 0.08% | 158 |
|
|
2023
Q3 | $639K | Buy |
2,376
+302
| +15% | +$81.2K | 0.08% | 159 |
|
|
2023
Q2 | $461K | Buy |
2,074
+804
| +63% | +$179K | 0.05% | 176 |
|
|
2023
Q1 | $307K | Buy |
1,270
+284
| +29% | +$68.7K | 0.04% | 209 |
|
|
2022
Q4 | $259K | Hold |
986
| – | – | 0.03% | 215 |
|
|
2022
Q3 | $222K | Buy |
986
+30
| +3% | +$6.76K | 0.03% | 211 |
|
|
2022
Q2 | $233K | Buy |
956
+44
| +5% | +$10.7K | 0.03% | 210 |
|
|
2022
Q1 | $221K | Sell |
912
-950
| -51% | -$230K | 0.03% | 231 |
|
|
2021
Q4 | $419K | Buy |
+1,862
| New | +$419K | 0.06% | 179 |
|
|
2021
Q3 | – | Sell |
-1,086
| Closed | -$265K | – | 242 |
|
|
2021
Q2 | $265K | Sell |
1,086
-2,654
| -71% | -$648K | 0.04% | 210 |
|
|
2021
Q1 | $931K | Buy |
3,740
+1,398
| +60% | +$348K | 0.17% | 104 |
|
|
2020
Q4 | $538K | Buy |
+2,342
| New | +$538K | 0.1% | 135 |
|