Waterford 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 | $291K | Sell |
459
-582
| -56% | -$369K | 0.11% | 44 |
|
|
2025
Q1 | $324K | Hold |
1,041
| – | – | 0.13% | 36 |
|
|
2024
Q4 | $271K | Hold |
1,041
| – | – | 0.14% | 41 |
|
|
2024
Q3 | $335K | Hold |
1,041
| – | – | 0.17% | 39 |
|
|
2024
Q2 | $325K | Hold |
1,041
| – | – | 0.14% | 40 |
|
|
2024
Q1 | $296K | Sell |
1,041
-37
| -3% | -$10.5K | 0.13% | 45 |
|
|
2023
Q4 | $310K | Hold |
1,078
| – | – | 0.15% | 40 |
|
|
2023
Q3 | $290K | Buy |
+1,078
| New | +$290K | 0.16% | 38 |
|
|
2023
Q2 | – | Sell |
-1,184
| Closed | -$286K | – | 53 |
|
|
2023
Q1 | $286K | Buy |
1,184
+6
| +0.5% | +$1.45K | 0.15% | 41 |
|
|
2022
Q4 | $309K | Buy |
+1,178
| New | +$309K | 0.18% | 39 |
|