Strategic Wealth Partners’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.2M | Buy |
+11,449
| New | +$3.2M | 0.25% | 82 |
|
|
2024
Q4 | $3.71M | Buy |
12,491
+153
| +1% | +$45.4K | 0.31% | 86 |
|
|
2024
Q3 | $3.98M | Buy |
12,338
+80
| +0.7% | +$25.8K | 0.38% | 77 |
|
|
2024
Q2 | $3.83M | Buy |
12,258
+139
| +1% | +$43.4K | 0.4% | 77 |
|
|
2024
Q1 | $3.45M | Buy |
12,119
+14
| +0.1% | +$3.98K | 0.38% | 84 |
|
|
2023
Q4 | $3.49M | Sell |
12,105
-261
| -2% | -$75.2K | 0.43% | 77 |
|
|
2023
Q3 | $3.32M | Buy |
12,366
+169
| +1% | +$45.4K | 0.44% | 67 |
|
|
2023
Q2 | $2.71M | Buy |
12,197
+28
| +0.2% | +$6.22K | 0.35% | 87 |
|
|
2023
Q1 | $2.94M | Sell |
12,169
-4,220
| -26% | -$1.02M | 0.45% | 63 |
|
|
2022
Q4 | $4.3M | Sell |
16,389
-7
| -0% | -$1.84K | 0.8% | 32 |
|
|
2022
Q3 | $3.7M | Buy |
16,396
+14,766
| +906% | +$3.33M | 0.78% | 28 |
|
|
2022
Q2 | $397K | Buy |
1,630
+182
| +13% | +$44.3K | 0.09% | 175 |
|
|
2022
Q1 | $350K | Hold |
1,448
| – | – | 0.07% | 200 |
|
|
2021
Q4 | $326K | Sell |
1,448
-741
| -34% | -$167K | 0.06% | 226 |
|
|
2021
Q3 | $465K | Sell |
2,189
-838
| -28% | -$178K | 0.14% | 175 |
|
|
2021
Q2 | $737K | Buy |
3,027
+1,745
| +136% | +$425K | 0.24% | 107 |
|
|
2021
Q1 | $319K | Hold |
1,282
| – | – | 0.13% | 164 |
|
|
2020
Q4 | $295K | Sell |
1,282
-209
| -14% | -$48.1K | 0.12% | 148 |
|
|
2020
Q3 | $379K | Sell |
1,491
-332
| -18% | -$84.4K | 0.19% | 115 |
|
|
2020
Q2 | $430K | Sell |
1,823
-1,213
| -40% | -$286K | 0.22% | 101 |
|
|
2020
Q1 | $732K | Buy |
+3,036
| New | +$732K | 0.38% | 78 |
|
|
2019
Q4 | – | Sell |
-3,919
| Closed | -$117K | – | 151 |
|
|
2019
Q3 | $117K | Sell |
3,919
-4,759
| -55% | -$142K | 0.6% | 48 |
|
|
2019
Q2 | $1.6M | Sell |
8,678
-1,114
| -11% | -$205K | 0.77% | 31 |
|
|
2019
Q1 | $1.88M | Buy |
9,792
+950
| +11% | +$182K | 0.86% | 24 |
|
|
2018
Q4 | $1.81M | Sell |
8,842
-379
| -4% | -$77.7K | 0.91% | 19 |
|
|
2018
Q3 | $1.91M | Buy |
9,221
+396
| +4% | +$82.1K | 1.02% | 19 |
|
|
2018
Q2 | $1.63M | Sell |
8,825
-3,834
| -30% | -$708K | 0.94% | 19 |
|
|
2018
Q1 | $2.16M | Sell |
12,659
-443
| -3% | -$75.5K | 1.11% | 22 |
|
|
2017
Q4 | $2.28M | Buy |
+13,102
| New | +$2.28M | 1.27% | 17 |
|