Tortoise Investment Management’s Amgen AMGN Stock Holding History

Tortoise Investment Management’s Portfolio AMGN Stock Details AMGN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$89.9K	Buy	322 +22	+7%	+$6.14K	0.01%	309
2025 Q1	$93.5K	Hold	300	–	–	0.01%	301
2024 Q4	$78.2K	Sell	300 -30	-9%	-$7.82K	0.01%	342
2024 Q3	$106K	Buy	330 +18	+6%	+$5.8K	0.01%	307
2024 Q2	$97.5K	Sell	312 -18	-5%	-$5.62K	0.01%	306
2024 Q1	$93.8K	Sell	330 -11	-3%	-$3.13K	0.01%	302
2023 Q4	$98.2K	Buy	341 +30	+10%	+$8.64K	0.01%	276
2023 Q3	$83.6K	Hold	311	–	–	0.01%	288
2023 Q2	$69K	Sell	311 -16	-5%	-$3.55K	0.01%	318
2023 Q1	$79.1K	Hold	327	–	–	0.01%	289
2022 Q4	$85.9K	Sell	327 -445	-58%	-$117K	0.02%	274
2022 Q3	$174K	Buy	772 +426	+123%	+$96K	0.03%	191
2022 Q2	$84K	Buy	346 +13	+4%	+$3.16K	0.02%	242
2022 Q1	$81K	Hold	333	–	–	0.02%	248
2021 Q4	$75K	Buy	333 +33	+11%	+$7.43K	0.01%	244
2021 Q3	$64K	Hold	300	–	–	0.01%	250
2021 Q2	$73K	Hold	300	–	–	0.02%	228
2021 Q1	$75K	Hold	300	–	–	0.02%	221
2020 Q4	$69K	Hold	300	–	–	0.02%	211
2020 Q3	$76K	Buy	300 +100	+50%	+$25.3K	0.02%	196
2020 Q2	$47K	Hold	200	–	–	0.01%	229
2020 Q1	$41K	Hold	200	–	–	0.01%	236
2019 Q4	$48K	Hold	200	–	–	0.01%	247
2019 Q3	$39K	Hold	200	–	–	0.01%	258
2019 Q2	$37K	Hold	200	–	–	0.01%	276
2019 Q1	$38K	Hold	200	–	–	0.01%	264
2018 Q4	$39K	Sell	200 -21	-10%	-$4.1K	0.01%	257
2018 Q3	$46K	Sell	221 -196	-47%	-$40.8K	0.01%	248
2018 Q2	$77K	Hold	417	–	–	0.02%	206
2018 Q1	$71K	Hold	417	–	–	0.02%	207
2017 Q4	$73K	Hold	417	–	–	0.02%	206
2017 Q3	$78K	Hold	417	–	–	0.02%	196
2017 Q2	$72K	Buy	417 +196	+89%	+$33.8K	0.02%	186
2017 Q1	$36K	Sell	221 -87	-28%	-$14.2K	0.01%	228
2016 Q4	$45K	Hold	308	–	–	0.02%	208
2016 Q3	$51K	Sell	308 -48	-13%	-$7.95K	0.02%	193
2016 Q2	$54K	Sell	356 -102	-22%	-$15.5K	0.02%	191
2016 Q1	$69K	Sell	458 -92	-17%	-$13.9K	0.02%	169
2015 Q4	$89K	Hold	550	–	–	0.03%	159
2015 Q3	$76K	Hold	550	–	–	0.03%	168
2015 Q2	$84K	Hold	550	–	–	0.03%	169
2015 Q1	$88K	Sell	550 -500	-48%	-$80K	0.03%	167
2014 Q4	$167K	Sell	1,050 -50	-5%	-$7.95K	0.07%	117
2014 Q3	$155K	Sell	1,100 -210	-16%	-$29.6K	0.07%	116
2014 Q2	$155K	Buy	1,310 +10	+0.8%	+$1.18K	0.06%	117
2014 Q1	$160K	Sell	1,300 -200	-13%	-$24.6K	0.07%	107
2013 Q4	$171K	Sell	1,500 -200	-12%	-$22.8K	0.09%	93
2013 Q3	$190K	Hold	1,700	–	–	0.11%	90
2013 Q2	$168K	Buy	+1,700	New	+$168K	0.11%	82