WealthPlan Investment Management’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.3M | Buy |
40,307
+4,479
| +13% | +$1.25M | 0.82% | 35 |
|
|
2025
Q1 | $11.2M | Buy |
35,828
+2,170
| +6% | +$676K | 1.1% | 24 |
|
|
2024
Q4 | $8.77M | Sell |
33,658
-5,297
| -14% | -$1.38M | 0.87% | 38 |
|
|
2024
Q3 | $12.6M | Buy |
38,955
+5,661
| +17% | +$1.82M | 1.27% | 20 |
|
|
2024
Q2 | $10.4M | Buy |
33,294
+28,896
| +657% | +$9.03M | 1.57% | 14 |
|
|
2024
Q1 | $1.25M | Buy |
4,398
+1
| +0% | +$284 | 0.19% | 86 |
|
|
2023
Q4 | $1.27M | Hold |
4,397
| – | – | 0.2% | 88 |
|
|
2023
Q3 | $1.18M | Buy |
4,397
+126
| +3% | +$33.9K | 0.21% | 81 |
|
|
2023
Q2 | $948K | Sell |
4,271
-76
| -2% | -$16.9K | 0.28% | 76 |
|
|
2023
Q1 | $1.05M | Sell |
4,347
-1,215
| -22% | -$294K | 0.18% | 84 |
|
|
2022
Q4 | $1.36M | Sell |
5,562
-534
| -9% | -$130K | 0.09% | 155 |
|
|
2022
Q3 | $1.74M | Buy |
+6,096
| New | +$1.74M | 0.13% | 122 |
|
|
2022
Q1 | $1.29M | Buy |
+5,549
| New | +$1.29M | 0.09% | 148 |
|