WealthPLAN Partners’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.83M | Sell |
10,153
-3,844
| -27% | -$1.07M | 0.46% | 64 |
|
|
2025
Q1 | $4.36M | Buy |
13,997
+833
| +6% | +$260K | 0.61% | 51 |
|
|
2024
Q4 | $3.43M | Sell |
13,164
-767
| -6% | -$200K | 0.49% | 67 |
|
|
2024
Q3 | $4.49M | Buy |
13,931
+1,594
| +13% | +$514K | 0.6% | 53 |
|
|
2024
Q2 | $3.85M | Buy |
+12,337
| New | +$3.85M | 0.41% | 70 |
|
|
2024
Q1 | – | Sell |
-816
| Closed | -$235K | – | 304 |
|
|
2023
Q4 | $235K | Sell |
816
-24
| -3% | -$6.92K | 0.02% | 295 |
|
|
2023
Q3 | $226K | Buy |
840
+62
| +8% | +$16.7K | 0.03% | 288 |
|
|
2023
Q2 | $173K | Sell |
778
-11
| -1% | -$2.44K | 0.02% | 314 |
|
|
2023
Q1 | $191K | Sell |
789
-4,773
| -86% | -$1.15M | 0.02% | 310 |
|
|
2022
Q4 | $1.34M | Buy |
+5,562
| New | +$1.34M | 0.09% | 155 |
|
|
2022
Q1 | $1.29M | Buy |
5,549
+63
| +1% | +$14.7K | 0.09% | 148 |
|
|
2021
Q4 | $1.25M | Buy |
5,486
+23
| +0.4% | +$5.23K | 0.08% | 156 |
|
|
2021
Q3 | $1.15M | Sell |
5,463
-226
| -4% | -$47.7K | 0.08% | 158 |
|
|
2021
Q2 | $1.3M | Buy |
5,689
+26
| +0.5% | +$5.93K | 0.09% | 131 |
|
|
2021
Q1 | $1.4M | Sell |
5,663
-987
| -15% | -$244K | 0.11% | 122 |
|
|
2020
Q4 | $1.58M | Sell |
6,650
-12
| -0.2% | -$2.85K | 0.13% | 110 |
|
|
2020
Q3 | $1.58M | Buy |
6,662
+19
| +0.3% | +$4.51K | 0.15% | 101 |
|
|
2020
Q2 | $1.6M | Buy |
6,643
+2,376
| +56% | +$572K | 0.17% | 96 |
|
|
2020
Q1 | $1.02M | Sell |
4,267
-42
| -1% | -$10K | 0.13% | 105 |
|
|
2019
Q4 | $979K | Sell |
4,309
-381
| -8% | -$86.6K | 0.12% | 111 |
|
|
2019
Q3 | $1.03M | Sell |
4,690
-724
| -13% | -$159K | 0.14% | 108 |
|
|
2019
Q2 | $1.12M | Buy |
5,414
+989
| +22% | +$204K | 0.17% | 97 |
|
|
2019
Q1 | $751K | Sell |
4,425
-436
| -9% | -$74K | 0.12% | 126 |
|
|
2018
Q4 | $915K | Sell |
4,861
-1,033
| -18% | -$194K | 0.15% | 106 |
|
|
2018
Q3 | $1.16M | Sell |
5,894
-615
| -9% | -$121K | 0.21% | 87 |
|
|
2018
Q2 | $1.2M | Buy |
6,509
+1,696
| +35% | +$313K | 0.25% | 89 |
|
|
2018
Q1 | $821K | Buy |
4,813
+2,486
| +107% | +$424K | 0.18% | 103 |
|
|
2017
Q4 | $405K | Sell |
2,327
-878
| -27% | -$153K | 0.11% | 141 |
|
|
2017
Q3 | $598K | Buy |
3,205
+190
| +6% | +$35.5K | 0.17% | 102 |
|
|
2017
Q2 | $519K | Buy |
3,015
+2,677
| +792% | +$461K | 0.15% | 103 |
|
|
2017
Q1 | $54.8K | Buy |
+338
| New | +$54.8K | 0.19% | 103 |
|
|
2016
Q3 | $270K | Sell |
1,610
-292
| -15% | -$48.9K | 0.09% | 123 |
|
|
2016
Q2 | $245K | Buy |
+1,902
| New | +$245K | 0.03% | 331 |
|
|
2015
Q4 | $232K | Buy |
+4,681
| New | +$232K | 0.04% | 243 |
|
|
2015
Q2 | – | Sell |
-137
| Closed | -$22K | – | 426 |
|
|
2015
Q1 | $22K | Buy |
+137
| New | +$22K | 0.01% | 310 |
|