Westover Capital Advisors’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $678K | Sell |
2,430
-17
| -0.7% | -$4.75K | 0.14% | 124 |
|
|
2025
Q1 | $762K | Sell |
2,447
-157
| -6% | -$48.9K | 0.17% | 111 |
|
|
2024
Q4 | $679K | Hold |
2,604
| – | – | 0.15% | 121 |
|
|
2024
Q3 | $839K | Buy |
2,604
+215
| +9% | +$69.3K | 0.16% | 109 |
|
|
2024
Q2 | $746K | Buy |
+2,389
| New | +$746K | 0.19% | 102 |
|
|
2023
Q2 | – | Sell |
-1,943
| Closed | -$470K | – | 173 |
|
|
2023
Q1 | $470K | Sell |
1,943
-148
| -7% | -$35.8K | 0.17% | 101 |
|
|
2022
Q4 | $549K | Sell |
2,091
-95
| -4% | -$25K | 0.22% | 89 |
|
|
2022
Q3 | $493K | Sell |
2,186
-3
| -0.1% | -$677 | 0.19% | 95 |
|
|
2022
Q2 | $533K | Hold |
2,189
| – | – | 0.2% | 91 |
|
|
2022
Q1 | $529K | Buy |
+2,189
| New | +$529K | 0.17% | 101 |
|
|
2021
Q4 | – | Sell |
-943
| Closed | -$201K | – | 177 |
|
|
2021
Q3 | $201K | Sell |
943
-44
| -4% | -$9.38K | 0.06% | 167 |
|
|
2021
Q2 | $241K | Sell |
987
-594
| -38% | -$145K | 0.08% | 164 |
|
|
2021
Q1 | $393K | Sell |
1,581
-91
| -5% | -$22.6K | 0.14% | 114 |
|
|
2020
Q4 | $384K | Buy |
1,672
+42
| +3% | +$9.65K | 0.14% | 109 |
|
|
2020
Q3 | $414K | Buy |
+1,630
| New | +$414K | 0.17% | 95 |
|
|
2018
Q2 | – | Sell |
-7,377
| Closed | -$1.26M | – | 101 |
|
|
2018
Q1 | $1.26M | Sell |
7,377
-540
| -7% | -$92.1K | 0.68% | 48 |
|
|
2017
Q4 | $1.38M | Sell |
7,917
-283
| -3% | -$49.2K | 0.76% | 49 |
|
|
2017
Q3 | $1.53M | Sell |
8,200
-1,339
| -14% | -$250K | 0.9% | 39 |
|
|
2017
Q2 | $1.64M | Sell |
9,539
-153
| -2% | -$26.4K | 1.08% | 33 |
|
|
2017
Q1 | $1.59M | Buy |
9,692
+460
| +5% | +$75.5K | 1.06% | 33 |
|
|
2016
Q4 | $1.35M | Sell |
9,232
-36
| -0.4% | -$5.26K | 0.97% | 36 |
|
|
2016
Q3 | $1.55M | Sell |
9,268
-124
| -1% | -$20.7K | 1.15% | 33 |
|
|
2016
Q2 | $1.43M | Sell |
9,392
-469
| -5% | -$71.4K | 1.17% | 32 |
|
|
2016
Q1 | $1.48M | Buy |
9,861
+252
| +3% | +$37.8K | 1.25% | 31 |
|
|
2015
Q4 | $1.56M | Buy |
9,609
+2,893
| +43% | +$470K | 1.3% | 31 |
|
|
2015
Q3 | $929K | Buy |
6,716
+198
| +3% | +$27.4K | 0.8% | 43 |
|
|
2015
Q2 | $1M | Buy |
6,518
+1,094
| +20% | +$168K | 0.8% | 41 |
|
|
2015
Q1 | $867K | Buy |
+5,424
| New | +$867K | 0.7% | 46 |
|