TrinityPoint Wealth’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.31M | Buy |
8,846
+477
| +6% | +$124K | 0.32% | 74 |
|
|
2024
Q3 | $2.7M | Buy |
8,369
+63
| +0.8% | +$20.3K | 0.39% | 66 |
|
|
2024
Q2 | $2.6M | Buy |
8,306
+298
| +4% | +$93.1K | 0.41% | 62 |
|
|
2024
Q1 | $2.28M | Buy |
8,008
+191
| +2% | +$54.3K | 0.38% | 70 |
|
|
2023
Q4 | $2.25M | Sell |
7,817
-87
| -1% | -$25.1K | 0.41% | 66 |
|
|
2023
Q3 | $2.12M | Buy |
7,904
+192
| +2% | +$51.6K | 0.42% | 64 |
|
|
2023
Q2 | $1.71M | Buy |
7,712
+424
| +6% | +$94.1K | 0.33% | 80 |
|
|
2023
Q1 | $1.76M | Buy |
7,288
+239
| +3% | +$57.8K | 0.38% | 71 |
|
|
2022
Q4 | $1.85M | Buy |
7,049
+46
| +0.7% | +$12.1K | 0.42% | 67 |
|
|
2022
Q3 | $1.58M | Buy |
7,003
+375
| +6% | +$84.5K | 0.36% | 74 |
|
|
2022
Q2 | $1.61M | Buy |
6,628
+574
| +9% | +$140K | 0.36% | 71 |
|
|
2022
Q1 | $1.46M | Buy |
6,054
+211
| +4% | +$51K | 0.27% | 84 |
|
|
2021
Q4 | $1.31M | Sell |
5,843
-428
| -7% | -$96.3K | 0.23% | 92 |
|
|
2021
Q3 | $1.33M | Buy |
6,271
+577
| +10% | +$123K | 0.26% | 87 |
|
|
2021
Q2 | $1.39M | Buy |
5,694
+68
| +1% | +$16.6K | 0.28% | 83 |
|
|
2021
Q1 | $1.4M | Buy |
5,626
+91
| +2% | +$22.6K | 0.33% | 76 |
|
|
2020
Q4 | $1.43M | Buy |
5,535
+255
| +5% | +$65.9K | 0.34% | 75 |
|
|
2020
Q3 | $1.34M | Sell |
5,280
-109
| -2% | -$27.7K | 0.37% | 70 |
|
|
2020
Q2 | $1.27M | Sell |
5,389
-314
| -6% | -$74.1K | 0.4% | 70 |
|
|
2020
Q1 | $1.16M | Buy |
5,703
+400
| +8% | +$81.1K | 0.46% | 61 |
|
|
2019
Q4 | $1.28M | Sell |
5,303
-607
| -10% | -$146K | 0.43% | 60 |
|
|
2019
Q3 | $1.27M | Buy |
+5,910
| New | +$1.27M | 0.44% | 60 |
|
|
2019
Q2 | – | Sell |
-1,102
| Closed | -$209K | – | 171 |
|
|
2019
Q1 | $209K | Buy |
1,102
+33
| +3% | +$6.26K | 0.1% | 171 |
|
|
2018
Q4 | $208K | Buy |
+1,069
| New | +$208K | 0.13% | 155 |
|