Wealthspire Advisors (New York)’s Amgen AMGN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.29M Sell
8,216
-12
-0.1% -$3.35K 0.01% 263
2025
Q1
$2.56M Sell
8,228
-113
-1% -$35.2K 0.02% 238
2024
Q4
$2.17M Sell
8,341
-328
-4% -$85.5K 0.02% 236
2024
Q3
$2.79M Buy
8,669
+262
+3% +$84.4K 0.03% 204
2024
Q2
$2.63M Sell
8,407
-103
-1% -$32.2K 0.03% 170
2024
Q1
$2.42M Sell
8,510
-407
-5% -$116K 0.03% 175
2023
Q4
$2.57M Sell
8,917
-195
-2% -$56.2K 0.04% 161
2023
Q3
$2.45M Buy
9,112
+5,326
+141% +$1.43M 0.04% 149
2023
Q2
$841K Sell
3,786
-420
-10% -$93.2K 0.01% 280
2023
Q1
$1.02M Sell
4,206
-1,807
-30% -$437K 0.02% 237
2022
Q4
$1.58M Buy
6,013
+1,956
+48% +$514K 0.03% 187
2022
Q3
$914K Sell
4,057
-316
-7% -$71.2K 0.02% 240
2022
Q2
$1.06M Buy
4,373
+1,723
+65% +$419K 0.02% 207
2022
Q1
$641K Sell
2,650
-3,203
-55% -$775K 0.01% 234
2021
Q4
$1.32M Buy
5,853
+743
+15% +$167K 0.03% 191
2021
Q3
$1.09M Buy
5,110
+3,265
+177% +$695K 0.02% 235
2021
Q2
$450K Sell
1,845
-8,571
-82% -$2.09M 0.01% 237
2021
Q1
$2.59M Buy
10,416
+2,718
+35% +$676K 0.06% 144
2020
Q4
$1.77M Buy
7,698
+2,889
+60% +$664K 0.05% 145
2020
Q3
$1.22M Buy
4,809
+319
+7% +$81.1K 0.07% 113
2020
Q2
$1.06M Sell
4,490
-8,494
-65% -$2M 0.07% 101
2020
Q1
$2.63M Buy
12,984
+10,858
+511% +$2.2M 0.11% 104
2019
Q4
$512K Buy
2,126
+473
+29% +$114K 0.04% 102
2019
Q3
$320K Buy
+1,653
New +$320K 0.03% 110
2019
Q1
Sell
-469
Closed -$91K 83
2018
Q4
$91K Buy
+469
New +$91K 0.01% 117