Sweet Financial Partners’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $2.68M | Sell |
8,307
-872
| -9% | -$281K | 0.58% | 38 |
|
2024
Q2 | $2.87M | Sell |
9,179
-23
| -0.2% | -$7.19K | 0.66% | 31 |
|
2024
Q1 | $2.62M | Sell |
9,202
-4,212
| -31% | -$1.2M | 0.6% | 36 |
|
2023
Q4 | $3.86M | Buy |
13,414
+279
| +2% | +$80.4K | 0.92% | 16 |
|
2023
Q3 | $3.53M | Buy |
13,135
+235
| +2% | +$63.2K | 0.93% | 17 |
|
2023
Q2 | $2.86M | Buy |
12,900
+3,094
| +32% | +$687K | 0.75% | 19 |
|
2023
Q1 | $2.37M | Buy |
9,806
+4,132
| +73% | +$999K | 0.66% | 24 |
|
2022
Q4 | $1.49M | Sell |
5,674
-40
| -0.7% | -$10.5K | 0.44% | 34 |
|
2022
Q3 | $1.29M | Sell |
5,714
-1,728
| -23% | -$390K | 0.41% | 33 |
|
2022
Q2 | $1.81M | Buy |
7,442
+2,511
| +51% | +$611K | 0.57% | 28 |
|
2022
Q1 | $1.19M | Buy |
4,931
+1,510
| +44% | +$365K | 0.32% | 38 |
|
2021
Q4 | $770K | Buy |
+3,421
| New | +$770K | 0.32% | 45 |
|