Wealthquest’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $929K | Sell |
3,327
-119
| -3% | -$33.2K | 0.07% | 55 |
|
|
2025
Q1 | $1.07M | Sell |
3,446
-20
| -0.6% | -$6.23K | 0.09% | 45 |
|
|
2024
Q4 | $903K | Sell |
3,466
-185
| -5% | -$48.2K | 0.07% | 54 |
|
|
2024
Q3 | $1.17M | Hold |
3,651
| – | – | 0.1% | 45 |
|
|
2024
Q2 | $1.14M | Buy |
3,651
+12
| +0.3% | +$3.75K | 0.12% | 45 |
|
|
2024
Q1 | $1.03M | Sell |
3,639
-24
| -0.7% | -$6.82K | 0.11% | 48 |
|
|
2023
Q4 | $1.06M | Hold |
3,663
| – | – | 0.12% | 50 |
|
|
2023
Q3 | $984K | Sell |
3,663
-133
| -4% | -$35.7K | 0.12% | 50 |
|
|
2023
Q2 | $843K | Sell |
3,796
-42
| -1% | -$9.33K | 0.1% | 55 |
|
|
2023
Q1 | $928K | Sell |
3,838
-171
| -4% | -$41.3K | 0.12% | 49 |
|
|
2022
Q4 | $1.05M | Sell |
4,009
-313
| -7% | -$82.2K | 0.14% | 49 |
|
|
2022
Q3 | $974K | Sell |
4,322
-207
| -5% | -$46.6K | 0.14% | 50 |
|
|
2022
Q2 | $1.1M | Sell |
4,529
-95
| -2% | -$23.1K | 0.17% | 49 |
|
|
2022
Q1 | $1.04M | Hold |
4,624
| – | – | 0.16% | 52 |
|
|
2021
Q4 | $1.04M | Sell |
4,624
-239
| -5% | -$53.8K | 0.16% | 52 |
|
|
2021
Q3 | $1.03M | Sell |
4,863
-59
| -1% | -$12.5K | 0.17% | 49 |
|
|
2021
Q2 | $1.2M | Sell |
4,922
-695
| -12% | -$169K | 0.21% | 45 |
|
|
2021
Q1 | $1.4M | Sell |
5,617
-149
| -3% | -$37.1K | 0.26% | 40 |
|
|
2020
Q4 | $1.33M | Buy |
5,766
+14
| +0.2% | +$3.22K | 0.28% | 36 |
|
|
2020
Q3 | $1.46M | Sell |
5,752
-21
| -0.4% | -$5.34K | 0.36% | 29 |
|
|
2020
Q2 | $1.36M | Buy |
+5,773
| New | +$1.36M | 0.35% | 35 |
|
|
2019
Q4 | $1.47M | Sell |
6,116
-13
| -0.2% | -$3.13K | 0.42% | 44 |
|
|
2019
Q3 | $1.19M | Sell |
6,129
-2
| -0% | -$387 | 0.4% | 48 |
|
|
2019
Q2 | $1.13M | Sell |
6,131
-1,217
| -17% | -$224K | 0.43% | 46 |
|
|
2019
Q1 | $1.4M | Sell |
7,348
-94
| -1% | -$17.9K | 0.53% | 39 |
|
|
2018
Q4 | $1.45M | Buy |
+7,442
| New | +$1.45M | 0.59% | 37 |
|
|
2015
Q3 | $745K | Hold |
5,387
| – | – | 1.35% | 11 |
|
|
2015
Q2 | $827K | Hold |
5,387
| – | – | 1.21% | 10 |
|
|
2015
Q1 | $861K | Hold |
5,387
| – | – | 1.24% | 11 |
|
|
2014
Q4 | $858K | Buy |
+5,387
| New | +$858K | 0.88% | 12 |
|