Union Heritage Capital’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.35M | Hold |
8,400
| – | – | 0.82% | 41 |
|
|
2025
Q1 | $2.62M | Hold |
8,400
| – | – | 0.97% | 36 |
|
|
2024
Q4 | $2.19M | Hold |
8,400
| – | – | 0.81% | 42 |
|
|
2024
Q3 | $2.71M | Hold |
8,400
| – | – | 1% | 35 |
|
|
2024
Q2 | $2.62M | Hold |
8,400
| – | – | 1.03% | 34 |
|
|
2024
Q1 | $2.39M | Hold |
8,400
| – | – | 0.95% | 36 |
|
|
2023
Q4 | $2.42M | Hold |
8,400
| – | – | 1.25% | 31 |
|
|
2023
Q3 | $2.26M | Hold |
8,400
| – | – | 1.28% | 33 |
|
|
2023
Q2 | $1.87M | Hold |
8,400
| – | – | 1.01% | 34 |
|
|
2023
Q1 | $2.03M | Hold |
8,400
| – | – | 1.23% | 32 |
|
|
2022
Q4 | $2.21M | Hold |
8,400
| – | – | 1.35% | 31 |
|
|
2022
Q3 | $1.89M | Hold |
8,400
| – | – | 1.26% | 31 |
|
|
2022
Q2 | $2.04M | Hold |
8,400
| – | – | 1.32% | 31 |
|
|
2022
Q1 | $2.03M | Sell |
8,400
-1,600
| -16% | -$387K | 1.13% | 35 |
|
|
2021
Q4 | $2.25M | Sell |
10,000
-700
| -7% | -$158K | 1.05% | 35 |
|
|
2021
Q3 | $2.28M | Hold |
10,700
| – | – | 1.07% | 34 |
|
|
2021
Q2 | $2.61M | Hold |
10,700
| – | – | 1.22% | 28 |
|
|
2021
Q1 | $2.66M | Buy |
+10,700
| New | +$2.66M | 1.33% | 26 |
|