TRIA
Trail Ridge Investment Advisors’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,904
| Closed | -$548K | – | 104 |
|
|
2023
Q4 | $548K | Sell |
1,904
-22
| -1% | -$6.34K | 0.34% | 62 |
|
|
2023
Q3 | $518K | Buy |
1,926
+9
| +0.5% | +$2.42K | 0.35% | 61 |
|
|
2023
Q2 | $426K | Sell |
1,917
-155
| -7% | -$34.4K | 0.26% | 77 |
|
|
2023
Q1 | $501K | Sell |
2,072
-561
| -21% | -$136K | 0.33% | 72 |
|
|
2022
Q4 | $692K | Buy |
2,633
+250
| +10% | +$65.7K | 0.48% | 61 |
|
|
2022
Q3 | $679K | Sell |
2,383
-139
| -6% | -$39.6K | 0.45% | 65 |
|
|
2022
Q2 | $614K | Hold |
2,522
| – | – | 0.42% | 73 |
|
|
2022
Q1 | $610K | Sell |
2,522
-559
| -18% | -$135K | 0.37% | 76 |
|
|
2021
Q4 | $693K | Buy |
+3,081
| New | +$693K | 0.42% | 67 |
|