Willner & Heller’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $852K | Buy |
3,050
+64
| +2% | +$17.9K | 0.72% | 39 |
|
|
2025
Q1 | $930K | Buy |
2,986
+61
| +2% | +$19K | 0.86% | 29 |
|
|
2024
Q4 | $762K | Buy |
2,925
+1,317
| +82% | +$343K | 0.67% | 45 |
|
|
2024
Q3 | $518K | Buy |
1,608
+52
| +3% | +$16.8K | 0.46% | 71 |
|
|
2024
Q2 | $486K | Buy |
1,556
+11
| +0.7% | +$3.44K | 0.47% | 67 |
|
|
2024
Q1 | $439K | Buy |
1,545
+12
| +0.8% | +$3.41K | 0.44% | 85 |
|
|
2023
Q4 | $441K | Buy |
+1,533
| New | +$441K | 0.49% | 73 |
|
|
2022
Q4 | $286K | Buy |
1,089
+7
| +0.6% | +$1.84K | 0.41% | 93 |
|
|
2022
Q3 | $244K | Sell |
1,082
-92
| -8% | -$20.7K | 0.39% | 96 |
|
|
2022
Q2 | $286K | Sell |
1,174
-375
| -24% | -$91.4K | 0.44% | 83 |
|
|
2022
Q1 | $348K | Buy |
1,549
+15
| +1% | +$3.37K | 0.43% | 85 |
|
|
2021
Q4 | $326K | Buy |
+1,534
| New | +$326K | 0.43% | 87 |
|