Surevest’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $121K | Sell |
535
-155
| -22% | -$35.1K | 0.03% | 154 |
|
|
2022
Q2 | $168K | Buy |
690
+158
| +30% | +$38.5K | 0.04% | 145 |
|
|
2022
Q1 | $129K | Buy |
532
+1
| +0.2% | +$242 | 0.03% | 148 |
|
|
2021
Q4 | $120K | Buy |
+531
| New | +$120K | 0.03% | 141 |
|
|
2020
Q2 | – | Sell |
-1,108
| Closed | -$225K | – | 82 |
|
|
2020
Q1 | $225K | Sell |
1,108
-112
| -9% | -$22.7K | 0.12% | 93 |
|
|
2019
Q4 | $294K | Hold |
1,220
| – | – | 0.13% | 119 |
|
|
2019
Q3 | $236K | Hold |
1,220
| – | – | 0.12% | 119 |
|
|
2019
Q2 | $225K | Buy |
+1,220
| New | +$225K | 0.12% | 126 |
|