V Wealth Advisors’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $222K | Sell |
825
-2,525
| -75% | -$630K | 0.18% | 100 |
|
|
2023
Q2 | $744K | Sell |
3,350
-448
| -12% | -$104K | 0.12% | 156 |
|
|
2023
Q1 | $918K | Buy |
3,798
+99
| +3% | +$24.3K | 0.17% | 133 |
|
|
2022
Q4 | $972K | Buy |
3,699
+434
| +13% | +$116K | 0.2% | 117 |
|
|
2022
Q3 | $736K | Sell |
3,265
-50
| -2% | -$12.1K | 0.15% | 145 |
|
|
2022
Q2 | $807K | Buy |
3,315
+17
| +0.5% | +$4.17K | 0.15% | 160 |
|
|
2022
Q1 | $797K | Buy |
3,298
+318
| +11% | +$73.1K | 0.13% | 178 |
|
|
2021
Q4 | $670K | Sell |
2,980
-383
| -11% | -$80.8K | 0.1% | 200 |
|
|
2021
Q3 | $715K | Buy |
3,363
+79
| +2% | +$18.2K | 0.11% | 193 |
|
|
2021
Q2 | $798K | Buy |
3,284
+576
| +21% | +$142K | 0.13% | 184 |
|
|
2021
Q1 | $674K | Sell |
2,708
-902
| -25% | -$215K | 0.12% | 189 |
|
|
2020
Q4 | $830K | Buy |
3,610
+2,443
| +209% | +$563K | 0.17% | 151 |
|
|
2020
Q3 | $297K | Sell |
1,167
-2,287
| -66% | -$567K | 0.21% | 128 |
|
|
2020
Q2 | $814K | Buy |
3,454
+169
| +5% | +$38.6K | 0.21% | 120 |
|
|
2020
Q1 | $666K | Buy |
3,285
+871
| +36% | +$190K | 0.21% | 126 |
|
|
2019
Q4 | $467K | Hold |
2,414
| – | – | 0.17% | 145 |
|
|
2019
Q3 | $467K | Buy |
2,414
+36
| +2% | +$6.91K | 0.17% | 145 |
|
|
2019
Q2 | $435K | Sell |
2,378
-9,858
| -81% | -$1.77M | 0.17% | 147 |
|
|
2019
Q1 | $2.17M | Sell |
12,236
-273
| -2% | -$52.1K | 0.88% | 22 |
|
|
2018
Q4 | $2.5M | Sell |
12,509
-189
| -1% | -$36.9K | 1.27% | 12 |
|
|
2018
Q3 | $2.62M | Buy |
+12,698
| New | +$2.5M | 1.21% | 11 |
|
|
2018
Q2 | – | Sell |
-12,917
| Closed | -$2.13M | – | 206 |
|
|
2018
Q1 | $2.13M | Sell |
12,917
-1,563
| -11% | -$287K | 1.14% | 20 |
|
|
2017
Q4 | $2.68M | Buy |
14,480
+501
| +4% | +$88.7K | 1.35% | 15 |
|
|
2017
Q3 | $2.6M | Buy |
13,979
+790
| +6% | +$140K | 1.32% | 18 |
|
|
2017
Q2 | $2.27M | Buy |
13,189
+64
| +0.5% | +$10.4K | 1.06% | 20 |
|
|
2017
Q1 | $2.15M | Buy |
13,125
+4,117
| +46% | +$684K | 1.32% | 19 |
|
|
2016
Q4 | $1.32M | Buy |
9,008
+416
| +5% | +$62.6K | 0.97% | 36 |
|
|
2016
Q3 | $1.45M | Buy |
8,592
+7,135
| +490% | +$1.21M | 1.17% | 28 |
|
|
2016
Q2 | $222K | Buy |
1,457
+63
| +5% | +$9.79K | 0.18% | 146 |
|
|
2016
Q1 | $208K | Buy |
+1,394
| New | +$207K | 0.17% | 136 |
|
Other funds holding AMGN
V Wealth Advisors's AMGN Position: Q3 2023 in Review
V Wealth Advisors reduced its Amgen (AMGN) stake by 75% in Q3 2023, selling an estimated $630K and leaving 825 shares worth $222K. The position accounts for 0.18% of the portfolio, ranked #100.
V Wealth Advisors first reported a position in AMGN in Q1 2016 and has held it in 30 quarters since. The position peaked at $2.68M in Q4 2017. 2,501 funds tracked by Wall St. Rank hold AMGN as of Q3 2023.
- V Wealth Advisors held 825 shares of Amgen worth $222K as of Q3 2023.
- V Wealth Advisors sold 2,525 Amgen shares in Q3 2023, an estimated $630K.
- Amgen made up 0.18% of V Wealth Advisors's portfolio in Q3 2023, its #100 holding.
- V Wealth Advisors first reported a position in Amgen in Q1 2016 and has held it in 30 quarters since.
- V Wealth Advisors's Amgen position peaked at $2.68M in Q4 2017.
- 2,501 funds tracked by Wall St. Rank held Amgen as of Q3 2023.
Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.