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TrinityPoint Wealth’s Amgen AMGN Stock Holding History

TrinityPoint Wealth’s Portfolio AMGN Stock Details AMGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$2.31M Buy
8,846
+477
+6% +$142K 0.32% 74
2024
Q3 		$2.7M Buy
8,369
+63
+0.8% +$20.6K 0.39% 66
2024
Q2 		$2.6M Buy
8,306
+298
+4% +$87.5K 0.41% 62
2024
Q1 		$2.28M Buy
8,008
+191
+2% +$55.9K 0.38% 70
2023
Q4 		$2.25M Sell
7,817
-87
-1% -$23.7K 0.41% 66
2023
Q3 		$2.12M Buy
7,904
+192
+2% +$47.9K 0.42% 64
2023
Q2 		$1.71M Buy
7,712
+424
+6% +$98.4K 0.33% 80
2023
Q1 		$1.76M Buy
7,288
+239
+3% +$58.7K 0.38% 71
2022
Q4 		$1.85M Buy
7,049
+46
+0.7% +$12.3K 0.42% 67
2022
Q3 		$1.58M Buy
7,003
+375
+6% +$90.9K 0.36% 74
2022
Q2 		$1.61M Buy
6,628
+574
+9% +$141K 0.36% 71
2022
Q1 		$1.46M Buy
6,054
+211
+4% +$48.5K 0.27% 84
2021
Q4 		$1.31M Sell
5,843
-428
-7% -$90.3K 0.23% 92
2021
Q3 		$1.33M Buy
6,271
+577
+10% +$133K 0.26% 87
2021
Q2 		$1.39M Buy
5,694
+68
+1% +$16.7K 0.28% 83
2021
Q1 		$1.4M Buy
5,626
+91
+2% +$21.7K 0.33% 76
2020
Q4 		$1.43M Buy
5,535
+255
+5% +$58.8K 0.34% 75
2020
Q3 		$1.34M Sell
5,280
-109
-2% -$27K 0.37% 70
2020
Q2 		$1.27M Sell
5,389
-314
-6% -$71.6K 0.4% 70
2020
Q1 		$1.16M Buy
5,703
+400
+8% +$87.4K 0.46% 61
2019
Q4 		$1.28M Sell
5,303
-607
-10% -$134K 0.43% 60
2019
Q3 		$1.27M Buy
+5,910
New +$1.13M 0.44% 60
2019
Q2 		– Sell
-1,102
Closed -$209K – 171
2019
Q1 		$209K Buy
1,102
+33
+3% +$6.3K 0.1% 171
2018
Q4 		$208K Buy
+1,069
New +$209K 0.13% 155

Other funds holding AMGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TrinityPoint Wealth's AMGN Position: Q4 2024 in Review

TrinityPoint Wealth increased its Amgen (AMGN) stake by 5.7% in Q4 2024, buying an estimated $142K and bringing the position to 8,846 shares worth $2.31M. The position accounts for 0.32% of the portfolio, ranked #74.

TrinityPoint Wealth first reported a position in AMGN in Q4 2018 and has held it in 24 quarters since. The position peaked at $2.7M in Q3 2024. 2,855 funds tracked by Wall St. Rank hold AMGN as of Q4 2024.

  • TrinityPoint Wealth held 8,846 shares of Amgen worth $2.31M as of Q4 2024.
  • TrinityPoint Wealth bought 477 Amgen shares in Q4 2024, an estimated $142K.
  • Amgen made up 0.32% of TrinityPoint Wealth's portfolio in Q4 2024, its #74 holding.
  • TrinityPoint Wealth first reported a position in Amgen in Q4 2018 and has held it in 24 quarters since.
  • TrinityPoint Wealth's Amgen position peaked at $2.7M in Q3 2024.
  • 2,855 funds tracked by Wall St. Rank held Amgen as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.