Transform Wealth’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $370K | Sell |
1,189
-165
| -12% | -$48.7K | 0.02% | 194 |
|
|
2024
Q4 | $353K | Buy |
1,354
+131
| +11% | +$38.9K | 0.02% | 204 |
|
|
2024
Q3 | $394K | Buy |
1,223
+3
| +0.2% | +$981 | 0.03% | 166 |
|
|
2024
Q2 | $381K | Sell |
1,220
-47
| -4% | -$13.8K | 0.03% | 161 |
|
|
2024
Q1 | $360K | Sell |
1,267
-6
| -0.5% | -$1.76K | 0.03% | 172 |
|
|
2023
Q4 | $367K | Sell |
1,273
-17
| -1% | -$4.63K | 0.04% | 193 |
|
|
2023
Q3 | $347K | Sell |
1,290
-61
| -5% | -$15.2K | 0.04% | 194 |
|
|
2023
Q2 | $300K | Buy |
1,351
+215
| +19% | +$49.9K | 0.03% | 221 |
|
|
2023
Q1 | $275K | Sell |
1,136
-172
| -13% | -$42.2K | 0.03% | 219 |
|
|
2022
Q4 | $344K | Sell |
1,308
-68
| -5% | -$18.2K | 0.04% | 176 |
|
|
2022
Q3 | $310K | Sell |
1,376
-1,108
| -45% | -$269K | 0.04% | 151 |
|
|
2022
Q2 | $604K | Sell |
2,484
-40
| -2% | -$9.8K | 0.09% | 112 |
|
|
2022
Q1 | $611K | Buy |
2,524
+1,122
| +80% | +$258K | 0.07% | 145 |
|
|
2021
Q4 | $315K | Sell |
1,402
-1,575
| -53% | -$332K | 0.03% | 187 |
|
|
2021
Q3 | $633K | Sell |
2,977
-27,345
| -90% | -$6.29M | 0.07% | 148 |
|
|
2021
Q2 | $7.39M | Buy |
30,322
+16,693
| +122% | +$4.11M | 0.9% | 42 |
|
|
2021
Q1 | $3.39M | Sell |
13,629
-508
| -4% | -$121K | 0.68% | 53 |
|
|
2020
Q4 | $3.25M | Sell |
14,137
-13,176
| -48% | -$3.04M | 0.68% | 50 |
|
|
2020
Q3 | $6.94M | Sell |
27,313
-162
| -0.6% | -$40.1K | 1.12% | 27 |
|
|
2020
Q2 | $6.48M | Buy |
27,475
+702
| +3% | +$160K | 1.11% | 25 |
|
|
2020
Q1 | $5.43M | Buy |
26,773
+863
| +3% | +$189K | 1.16% | 21 |
|
|
2019
Q4 | $6.25M | Buy |
25,910
+108
| +0.4% | +$23.8K | 0.99% | 28 |
|
|
2019
Q3 | $4.99M | Sell |
25,802
-525
| -2% | -$101K | 0.89% | 42 |
|
|
2019
Q2 | $4.85M | Sell |
26,327
-4,221
| -14% | -$756K | 0.71% | 51 |
|
|
2019
Q1 | $5.8M | Sell |
30,548
-1,465
| -5% | -$280K | 1.08% | 27 |
|
|
2018
Q4 | $6.23M | Buy |
32,013
+1,739
| +6% | +$339K | 1.28% | 18 |
|
|
2018
Q3 | $6.28M | Buy |
30,274
+6,159
| +26% | +$1.21M | 1.09% | 30 |
|
|
2018
Q2 | $4.45M | Buy |
24,115
+4,551
| +23% | +$805K | 0.81% | 46 |
|
|
2018
Q1 | $3.33M | Buy |
19,564
+719
| +4% | +$132K | 0.63% | 55 |
|
|
2017
Q4 | $3.28M | Buy |
18,845
+679
| +4% | +$120K | 0.6% | 55 |
|
|
2017
Q3 | $3.39M | Buy |
18,166
+7,246
| +66% | +$1.28M | 1.18% | 15 |
|
|
2017
Q2 | $1.88M | Buy |
10,920
+82
| +0.8% | +$13.3K | 2.12% | 15 |
|
|
2017
Q1 | $1.78M | Sell |
10,838
-8,499
| -44% | -$1.41M | 0.67% | 42 |
|
|
2016
Q4 | $2.83M | Buy |
19,337
+3,160
| +20% | +$476K | 1.12% | 16 |
|
|
2016
Q3 | $2.7M | Buy |
16,177
+1,015
| +7% | +$172K | 1.16% | 13 |
|
|
2016
Q2 | $2.31M | Buy |
+15,162
| New | +$2.36M | 0.97% | 17 |
|
Other funds holding AMGN
Transform Wealth's AMGN Position: Q1 2025 in Review
Transform Wealth reduced its Amgen (AMGN) stake by 12% in Q1 2025, selling an estimated $48.7K and leaving 1,189 shares worth $370K. The position accounts for 0.02% of the portfolio, ranked #194.
Transform Wealth first reported a position in AMGN in Q2 2016 and has held it in 36 quarters since. The position peaked at $7.39M in Q2 2021. 2,927 funds tracked by Wall St. Rank hold AMGN as of Q1 2025.
- Transform Wealth held 1,189 shares of Amgen worth $370K as of Q1 2025.
- Transform Wealth sold 165 Amgen shares in Q1 2025, an estimated $48.7K.
- Amgen made up 0.02% of Transform Wealth's portfolio in Q1 2025, its #194 holding.
- Transform Wealth first reported a position in Amgen in Q2 2016 and has held it in 36 quarters since.
- Transform Wealth's Amgen position peaked at $7.39M in Q2 2021.
- 2,927 funds tracked by Wall St. Rank held Amgen as of Q1 2025.
Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.