Strategic Family Wealth Counselors’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $337K | Buy |
1,207
+76
| +7% | +$21.2K | 0.1% | 115 |
|
2025
Q1 | $352K | Buy |
1,131
+59
| +6% | +$18.4K | 0.11% | 103 |
|
2024
Q4 | $279K | Buy |
1,072
+4
| +0.4% | +$1.04K | 0.09% | 114 |
|
2024
Q3 | $344K | Buy |
1,068
+18
| +2% | +$5.8K | 0.12% | 93 |
|
2024
Q2 | $328K | Hold |
1,050
| – | – | 0.12% | 89 |
|
2024
Q1 | $299K | Hold |
1,050
| – | – | 0.12% | 86 |
|
2023
Q4 | $302K | Hold |
1,050
| – | – | 0.13% | 86 |
|
2023
Q3 | $282K | Hold |
1,050
| – | – | 0.14% | 82 |
|
2023
Q2 | $233K | Buy |
1,050
+5
| +0.5% | +$1.11K | 0.11% | 94 |
|
2023
Q1 | $253K | Hold |
1,045
| – | – | 0.12% | 87 |
|
2022
Q4 | $274K | Hold |
1,045
| – | – | 0.14% | 80 |
|
2022
Q3 | $236K | Buy |
1,045
+3
| +0.3% | +$678 | 0.12% | 79 |
|
2022
Q2 | $254K | Buy |
1,042
+35
| +3% | +$8.53K | 0.12% | 76 |
|
2022
Q1 | $244K | Sell |
1,007
-6
| -0.6% | -$1.45K | 0.1% | 88 |
|
2021
Q4 | $228K | Sell |
1,013
-285
| -22% | -$64.1K | 0.07% | 92 |
|
2021
Q3 | $276K | Buy |
1,298
+400
| +45% | +$85.1K | 0.09% | 71 |
|
2021
Q2 | $219K | Sell |
898
-31
| -3% | -$7.56K | 0.07% | 78 |
|
2021
Q1 | $231K | Buy |
+929
| New | +$231K | 0.09% | 76 |
|
2020
Q4 | – | Sell |
-854
| Closed | -$217K | – | 81 |
|
2020
Q3 | $217K | Sell |
854
-56
| -6% | -$14.2K | 0.12% | 66 |
|
2020
Q2 | $215K | Buy |
+910
| New | +$215K | 0.14% | 68 |
|
2020
Q1 | – | Sell |
-887
| Closed | -$214K | – | 72 |
|
2019
Q4 | $214K | Buy |
+887
| New | +$214K | 0.17% | 63 |
|