Summit 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 | $287K | Sell |
1,029
-29
| -3% | -$8.1K | 0.05% | 179 |
|
|
2025
Q1 | $330K | Buy |
1,058
+148
| +16% | +$46.1K | 0.07% | 165 |
|
|
2024
Q4 | $237K | Hold |
910
| – | – | 0.05% | 183 |
|
|
2024
Q3 | $293K | Buy |
910
+29
| +3% | +$9.34K | 0.06% | 196 |
|
|
2024
Q2 | $275K | Hold |
881
| – | – | 0.06% | 190 |
|
|
2024
Q1 | $250K | Hold |
881
| – | – | 0.05% | 199 |
|
|
2023
Q4 | $254K | Hold |
881
| – | – | 0.06% | 184 |
|
|
2023
Q3 | $237K | Buy |
+881
| New | +$237K | 0.06% | 164 |
|
|
2023
Q2 | – | Sell |
-881
| Closed | -$213K | – | 183 |
|
|
2023
Q1 | $213K | Hold |
881
| – | – | 0.05% | 176 |
|
|
2022
Q4 | $231K | Buy |
+881
| New | +$231K | 0.06% | 160 |
|
|
2022
Q3 | – | Sell |
-922
| Closed | -$224K | – | 158 |
|
|
2022
Q2 | $224K | Hold |
922
| – | – | 0.06% | 148 |
|
|
2022
Q1 | $223K | Hold |
922
| – | – | 0.05% | 154 |
|
|
2021
Q4 | $207K | Buy |
+922
| New | +$207K | 0.04% | 155 |
|
|
2021
Q3 | – | Sell |
-922
| Closed | -$225K | – | 150 |
|
|
2021
Q2 | $225K | Sell |
922
-4
| -0.4% | -$975 | 0.05% | 147 |
|
|
2021
Q1 | $230K | Buy |
926
+4
| +0.4% | +$995 | 0.06% | 138 |
|
|
2020
Q4 | $212K | Hold |
922
| – | – | 0.06% | 137 |
|
|
2020
Q3 | $234K | Hold |
922
| – | – | 0.07% | 135 |
|
|
2020
Q2 | $217K | Buy |
+922
| New | +$217K | 0.07% | 137 |
|