Summit Wealth & Retirement Planning’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Buy |
849
+30
| +4% | +$8.38K | 0.06% | 90 |
|
|
2025
Q1 | $255K | Sell |
819
-34
| -4% | -$10.6K | 0.08% | 64 |
|
|
2024
Q4 | $222K | Hold |
853
| – | – | 0.07% | 69 |
|
|
2024
Q3 | $275K | Buy |
853
+6
| +0.7% | +$1.93K | 0.09% | 52 |
|
|
2024
Q2 | $265K | Buy |
847
+21
| +3% | +$6.56K | 0.09% | 55 |
|
|
2024
Q1 | $235K | Buy |
826
+50
| +6% | +$14.2K | 0.08% | 59 |
|
|
2023
Q4 | $223K | Buy |
776
+3
| +0.4% | +$864 | 0.09% | 52 |
|
|
2023
Q3 | $208K | Buy |
+773
| New | +$208K | 0.08% | 56 |
|