Wolff Financial Management’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Sell |
1,162
-406
| -26% | -$113K | 0.08% | 79 |
|
|
2025
Q1 | $489K | Hold |
1,568
| – | – | 0.14% | 67 |
|
|
2024
Q4 | $409K | Hold |
1,568
| – | – | 0.11% | 70 |
|
|
2024
Q3 | $505K | Hold |
1,568
| – | – | 0.14% | 69 |
|
|
2024
Q2 | $490K | Hold |
1,568
| – | – | 0.36% | 32 |
|
|
2024
Q1 | $446K | Hold |
1,568
| – | – | 0.13% | 73 |
|
|
2023
Q4 | $452K | Hold |
1,568
| – | – | 0.14% | 72 |
|
|
2023
Q3 | $421K | Buy |
+1,568
| New | +$421K | 0.14% | 71 |
|
|
2023
Q2 | – | Sell |
-1,568
| Closed | -$379K | – | 39 |
|
|
2023
Q1 | $379K | Hold |
1,568
| – | – | 0.13% | 80 |
|
|
2022
Q4 | $412K | Hold |
1,568
| – | – | 0.15% | 75 |
|
|
2022
Q3 | $353K | Hold |
1,568
| – | – | 0.16% | 81 |
|
|
2022
Q2 | $381K | Hold |
1,568
| – | – | 0.17% | 78 |
|
|
2022
Q1 | $379K | Hold |
1,568
| – | – | 0.15% | 85 |
|
|
2021
Q4 | $353K | Buy |
+1,568
| New | +$353K | 0.13% | 86 |
|
|
2021
Q1 | $390K | Buy |
1,568
+406
| +35% | +$101K | 0.18% | 80 |
|
|
2020
Q4 | $267K | Hold |
1,162
| – | – | 0.14% | 81 |
|
|
2020
Q3 | $295K | Hold |
1,162
| – | – | 0.18% | 75 |
|
|
2020
Q2 | $274K | Hold |
1,162
| – | – | 0.17% | 74 |
|
|
2020
Q1 | $236K | Hold |
1,162
| – | – | 0.18% | 74 |
|
|
2019
Q4 | $280K | Hold |
1,162
| – | – | 0.19% | 71 |
|
|
2019
Q3 | $225K | Hold |
1,162
| – | – | 0.16% | 75 |
|
|
2019
Q2 | $214K | Buy |
+1,162
| New | +$214K | 0.16% | 80 |
|