Summit Financial Group’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $366K | Sell |
1,287
-36
| -3% | -$10.2K | 0.13% | 139 |
|
|
2023
Q4 | $381K | Hold |
1,323
| – | – | 0.15% | 133 |
|
|
2023
Q3 | $356K | Hold |
1,323
| – | – | 0.15% | 135 |
|
|
2023
Q2 | $294K | Hold |
1,323
| – | – | 0.11% | 154 |
|
|
2023
Q1 | $320K | Hold |
1,323
| – | – | 0.12% | 150 |
|
|
2022
Q4 | $347K | Hold |
1,323
| – | – | 0.14% | 148 |
|
|
2022
Q3 | $299K | Hold |
1,323
| – | – | 0.12% | 150 |
|
|
2022
Q2 | $322K | Hold |
1,323
| – | – | 0.12% | 152 |
|
|
2022
Q1 | $320K | Hold |
1,323
| – | – | 0.11% | 160 |
|
|
2021
Q4 | $297K | Hold |
1,323
| – | – | 0.1% | 178 |
|
|
2021
Q3 | $281K | Hold |
1,323
| – | – | 0.1% | 176 |
|
|
2021
Q2 | $323K | Buy |
1,323
+350
| +36% | +$85.5K | 0.12% | 155 |
|
|
2021
Q1 | $242K | Hold |
973
| – | – | 0.1% | 172 |
|
|
2020
Q4 | $224K | Hold |
973
| – | – | 0.1% | 161 |
|
|
2020
Q3 | $247K | Hold |
973
| – | – | 0.12% | 132 |
|
|
2020
Q2 | $230K | Buy |
+973
| New | +$230K | 0.12% | 139 |
|
|
2020
Q1 | – | Sell |
-933
| Closed | -$225K | – | 139 |
|
|
2019
Q4 | $225K | Sell |
933
-140
| -13% | -$33.8K | 0.11% | 150 |
|
|
2019
Q3 | $207K | Sell |
1,073
-66
| -6% | -$12.7K | 0.11% | 152 |
|
|
2019
Q2 | $209K | Sell |
1,139
-66
| -5% | -$12.1K | 0.09% | 155 |
|
|
2019
Q1 | $229K | Hold |
1,205
| – | – | 0.18% | 107 |
|
|
2018
Q4 | $234K | Sell |
1,205
-100
| -8% | -$19.4K | 0.2% | 96 |
|
|
2018
Q3 | $271K | Hold |
1,305
| – | – | 0.2% | 103 |
|
|
2018
Q2 | $240K | Hold |
1,305
| – | – | 0.19% | 108 |
|
|
2018
Q1 | $222K | Hold |
1,305
| – | – | 0.17% | 117 |
|
|
2017
Q4 | $227K | Sell |
1,305
-150
| -10% | -$26.1K | 0.19% | 111 |
|
|
2017
Q3 | $272K | Sell |
1,455
-500
| -26% | -$93.5K | 0.23% | 97 |
|
|
2017
Q2 | $336K | Buy |
+1,955
| New | +$336K | 0.29% | 80 |
|