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 |
|