The Family Firm’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-643
| Closed | -$200K | – | 94 |
|
|
2025
Q1 | $200K | Buy |
+643
| New | +$200K | 0.04% | 213 |
|
|
2024
Q3 | – | Sell |
-544
| Closed | -$170K | – | 234 |
|
|
2024
Q2 | $170K | Buy |
+544
| New | +$170K | 0.04% | 219 |
|
|
2023
Q3 | – | Sell |
-1,122
| Closed | -$249K | – | 175 |
|
|
2023
Q2 | $249K | Sell |
1,122
-107
| -9% | -$23.8K | 0.07% | 158 |
|
|
2023
Q1 | $297K | Sell |
1,229
-32
| -3% | -$7.73K | 0.08% | 142 |
|
|
2022
Q4 | $331K | Buy |
1,261
+8
| +0.6% | +$2.1K | 0.1% | 135 |
|
|
2022
Q3 | $282K | Buy |
1,253
+9
| +0.7% | +$2.03K | 0.09% | 140 |
|
|
2022
Q2 | $303K | Buy |
1,244
+9
| +0.7% | +$2.19K | 0.09% | 139 |
|
|
2022
Q1 | $299K | Buy |
+1,235
| New | +$299K | 0.08% | 142 |
|
|
2019
Q4 | – | Sell |
-1,045
| Closed | -$202K | – | 148 |
|
|
2019
Q3 | $202K | Buy |
+1,045
| New | +$202K | 0.07% | 139 |
|
|
2019
Q1 | – | Sell |
-1,086
| Closed | -$211K | – | 138 |
|
|
2018
Q4 | $211K | Buy |
1,086
+40
| +4% | +$7.77K | 0.08% | 128 |
|
|
2018
Q3 | $217K | Sell |
1,046
-48
| -4% | -$9.96K | 0.08% | 129 |
|
|
2018
Q2 | $202K | Buy |
+1,094
| New | +$202K | 0.08% | 132 |
|
|
2017
Q4 | – | Sell |
-1,088
| Closed | -$203K | – | 129 |
|
|
2017
Q3 | $203K | Buy |
+1,088
| New | +$203K | 0.08% | 122 |
|
|
2016
Q2 | – | Sell |
-1,357
| Closed | -$203K | – | 112 |
|
|
2016
Q1 | $203K | Buy |
1,357
+3
| +0.2% | +$449 | 0.1% | 105 |
|
|
2015
Q4 | $220K | Sell |
1,354
-270
| -17% | -$43.9K | 0.12% | 95 |
|
|
2015
Q3 | $225K | Buy |
1,624
+2
| +0.1% | +$277 | 0.12% | 91 |
|
|
2015
Q2 | $249K | Sell |
1,622
-225
| -12% | -$34.5K | 0.13% | 87 |
|
|
2015
Q1 | $295K | Buy |
1,847
+51
| +3% | +$8.15K | 0.15% | 82 |
|
|
2014
Q4 | $286K | Buy |
+1,796
| New | +$286K | 0.15% | 81 |
|