Valeo Financial Advisors’s Amgen AMGN Stock Holding History

Valeo Financial Advisors’s Portfolio AMGN Stock Details AMGN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.47M	Sell	23,156 -21,273	-48%	-$5.94M	0.16%	73
2025 Q1	$6.87M	Buy	44,429 +1,709	+4%	+$264K	0.19%	59
2024 Q4	$5.3M	Sell	42,720 -190	-0.4%	-$23.6K	0.15%	72
2024 Q3	$6.61M	Sell	42,910 -985	-2%	-$152K	0.19%	63
2024 Q2	$6.72M	Sell	43,895 -995	-2%	-$152K	0.21%	57
2024 Q1	$6.15M	Sell	44,890 -1,726	-4%	-$236K	0.22%	59
2023 Q4	$6.98M	Buy	46,616 +525	+1%	+$78.6K	0.28%	50
2023 Q3	$6.37M	Buy	46,091 +666	+1%	+$92.1K	0.29%	49
2023 Q2	$5.12M	Buy	45,425 +2,829	+7%	+$319K	0.23%	57
2023 Q1	$4.89M	Buy	42,596 +2,486	+6%	+$285K	0.24%	62
2022 Q4	$4.66M	Buy	40,110 +1,361	+4%	+$158K	0.26%	59
2022 Q3	$3.69M	Buy	38,749 +963	+3%	+$91.8K	0.24%	63
2022 Q2	$3.75M	Sell	37,786 -613	-2%	-$60.9K	0.24%	64
2022 Q1	$3.88M	Buy	38,399 +1,417	+4%	+$143K	0.2%	73
2021 Q4	$3.29M	Sell	36,982 -1,464	-4%	-$130K	0.18%	76
2021 Q3	$3.42M	Buy	38,446 +1,511	+4%	+$134K	0.2%	71
2021 Q2	$3.55M	Buy	36,935 +591	+2%	+$56.8K	0.22%	70
2021 Q1	$3.48M	Buy	36,344 +82	+0.2%	+$7.84K	0.16%	74
2020 Q4	$3.2M	Buy	36,262 +23,531	+185%	+$2.07M	0.16%	72
2020 Q3	$3.24M	Sell	12,731 -910	-7%	-$231K	0.28%	54
2020 Q2	$3.22M	Buy	13,641 +637	+5%	+$150K	0.29%	50
2020 Q1	$2.84M	Sell	13,004 -1,948	-13%	-$425K	0.3%	50
2019 Q4	$3.6M	Buy	14,952 +440	+3%	+$106K	0.35%	46
2019 Q3	$2.81M	Sell	14,512 -46	-0.3%	-$8.9K	0.31%	49
2019 Q2	$2.68M	Buy	14,558 +4,752	+48%	+$876K	0.31%	54
2019 Q1	$1.86M	Sell	9,806 -65	-0.7%	-$12.3K	0.23%	74
2018 Q4	$1.92M	Sell	9,871 -1,129	-10%	-$220K	0.27%	59
2018 Q3	$2.12M	Sell	11,000 -314	-3%	-$60.5K	0.29%	57
2018 Q2	$2.21M	Sell	11,314 -1,439	-11%	-$281K	0.31%	58
2018 Q1	$2.17M	Sell	12,753 -6,798	-35%	-$1.16M	0.35%	57
2017 Q4	$3.4M	Buy	19,551 +4,016	+26%	+$698K	0.56%	41
2017 Q3	$2.9M	Buy	+15,535	New	+$2.9M	0.66%	33