Wealthspire Advisors (Maryland)’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.59M | Sell |
6,266
-4,234
| -40% | -$1.08M | 0.06% | 149 |
|
|
2020
Q2 | $2.48M | Buy |
10,500
+976
| +10% | +$230K | 0.18% | 84 |
|
|
2020
Q1 | $1.93M | Sell |
9,524
-160
| -2% | -$32.4K | 0.17% | 85 |
|
|
2019
Q4 | $2.34M | Sell |
9,684
-449
| -4% | -$108K | 0.16% | 89 |
|
|
2019
Q3 | $1.96M | Buy |
10,133
+1,695
| +20% | +$328K | 0.14% | 94 |
|
|
2019
Q2 | $1.56M | Sell |
8,438
-219
| -3% | -$40.4K | 0.12% | 102 |
|
|
2019
Q1 | $1.65M | Buy |
8,657
+638
| +8% | +$121K | 0.12% | 99 |
|
|
2018
Q4 | $1.56M | Buy |
8,019
+604
| +8% | +$118K | 0.14% | 92 |
|
|
2018
Q3 | $1.54M | Sell |
7,415
-595
| -7% | -$123K | 0.13% | 98 |
|
|
2018
Q2 | $1.48M | Buy |
8,010
+341
| +4% | +$63K | 0.13% | 97 |
|
|
2018
Q1 | $1.31M | Buy |
7,669
+588
| +8% | +$100K | 0.12% | 107 |
|
|
2017
Q4 | $1.23M | Buy |
7,081
+992
| +16% | +$172K | 0.12% | 112 |
|
|
2017
Q3 | $1.14M | Buy |
6,089
+1,092
| +22% | +$204K | 0.12% | 120 |
|
|
2017
Q2 | $861K | Buy |
4,997
+737
| +17% | +$127K | 0.1% | 134 |
|
|
2017
Q1 | $699K | Sell |
4,260
-106
| -2% | -$17.4K | 0.1% | 132 |
|
|
2016
Q4 | $638K | Sell |
4,366
-934
| -18% | -$136K | 0.1% | 139 |
|
|
2016
Q3 | $884K | Buy |
5,300
+166
| +3% | +$27.7K | 0.14% | 108 |
|
|
2016
Q2 | $781K | Buy |
5,134
+352
| +7% | +$53.5K | 0.13% | 119 |
|
|
2016
Q1 | $717K | Buy |
4,782
+181
| +4% | +$27.1K | 0.13% | 118 |
|
|
2015
Q4 | $747K | Buy |
+4,601
| New | +$747K | 0.14% | 111 |
|