Spartan Planning & Wealth Management’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-760
| Closed | -$237K | – | 78 |
|
|
2025
Q1 | $237K | Buy |
+760
| New | +$237K | 0.23% | 59 |
|
|
2023
Q4 | $310K | Sell |
1,077
-194
| -15% | -$55.9K | 0.33% | 39 |
|
|
2023
Q3 | $342K | Buy |
+1,271
| New | +$342K | 0.4% | 38 |
|
|
2022
Q4 | $420K | Buy |
+1,599
| New | +$420K | 0.52% | 29 |
|
|
2022
Q3 | – | Sell |
-1,831
| Closed | -$445K | – | 72 |
|
|
2022
Q2 | $445K | Buy |
1,831
+729
| +66% | +$177K | 0.59% | 20 |
|
|
2022
Q1 | $266K | Buy |
+1,102
| New | +$266K | 0.33% | 41 |
|