Summit Place Financial Advisors’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Hold |
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|
2025
Q1 | $253K | Hold |
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|
2024
Q4 | $212K | Sell |
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|
2024
Q3 | $264K | Hold |
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|
2024
Q2 | $256K | Hold |
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|
2024
Q1 | $233K | Sell |
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|
2023
Q4 | $262K | Sell |
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|
2023
Q3 | $388K | Sell |
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|
2023
Q2 | $327K | Sell |
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|
2023
Q1 | $368K | Hold |
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|
2022
Q4 | $400K | Buy |
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|
2022
Q3 | $233K | Hold |
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|
2022
Q2 | $251K | Hold |
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|
2022
Q1 | $250K | Hold |
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|
2021
Q4 | $232K | Hold |
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|
2021
Q3 | $220K | Sell |
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|
2021
Q2 | $268K | Buy |
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|
2021
Q1 | $230K | Hold |
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|
2020
Q4 | $212K | Sell |
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|
2020
Q3 | $273K | Buy |
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