Walkner Condon Financial Advisors’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Buy |
933
+72
| +8% | +$20.1K | 0.05% | 235 |
|
|
2025
Q1 | $268K | Buy |
+861
| New | +$268K | 0.05% | 221 |
|
|
2024
Q4 | – | Sell |
-1,680
| Closed | -$541K | – | 284 |
|
|
2024
Q3 | $541K | Buy |
1,680
+404
| +32% | +$130K | 0.11% | 148 |
|
|
2024
Q2 | $399K | Sell |
1,276
-165
| -11% | -$51.5K | 0.09% | 165 |
|
|
2024
Q1 | $410K | Sell |
1,441
-12
| -0.8% | -$3.41K | 0.09% | 175 |
|
|
2023
Q4 | $418K | Buy |
1,453
+123
| +9% | +$35.4K | 0.1% | 172 |
|
|
2023
Q3 | $357K | Buy |
1,330
+395
| +42% | +$106K | 0.09% | 164 |
|
|
2023
Q2 | $208K | Sell |
935
-103
| -10% | -$22.9K | 0.05% | 228 |
|
|
2023
Q1 | $251K | Buy |
1,038
+17
| +2% | +$4.11K | 0.07% | 197 |
|
|
2022
Q4 | $268K | Sell |
1,021
-42
| -4% | -$11K | 0.08% | 183 |
|
|
2022
Q3 | $240K | Buy |
1,063
+74
| +7% | +$16.7K | 0.08% | 186 |
|
|
2022
Q2 | $241K | Buy |
989
+78
| +9% | +$19K | 0.08% | 194 |
|
|
2022
Q1 | $220K | Buy |
+911
| New | +$220K | 0.06% | 202 |
|