Wunderlich Capital Managemnt’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.87M | Buy |
9,198
+416
| +5% | +$122K | 1.28% | 36 |
|
|
2024
Q1 | $2.5M | Sell |
8,782
-508
| -5% | -$149K | 1.13% | 38 |
|
|
2023
Q4 | $2.68M | Sell |
9,290
-130
| -1% | -$35.4K | 1.2% | 38 |
|
|
2023
Q3 | $2.53M | Sell |
9,420
-32
| -0.3% | -$7.99K | 1.25% | 36 |
|
|
2023
Q2 | $2.1M | Buy |
9,452
+393
| +4% | +$91.2K | 1.03% | 45 |
|
|
2023
Q1 | $2.19M | Sell |
9,059
-22
| -0.2% | -$5.4K | 1.14% | 44 |
|
|
2022
Q4 | $2.38M | Sell |
9,081
-85
| -0.9% | -$22.8K | 1.33% | 36 |
|
|
2022
Q3 | $2.07M | Buy |
9,166
+14
| +0.2% | +$3.39K | 1.32% | 33 |
|
|
2022
Q2 | $2.23M | Sell |
9,152
-168
| -2% | -$41.2K | 1.3% | 30 |
|
|
2022
Q1 | $2.25M | Sell |
9,320
-79
| -0.8% | -$18.2K | 1.06% | 48 |
|
|
2021
Q4 | $2.11M | Sell |
9,399
-401
| -4% | -$84.6K | 0.94% | 54 |
|
|
2021
Q3 | $2.08M | Buy |
9,800
+324
| +3% | +$74.6K | 1% | 52 |
|
|
2021
Q2 | $2.31M | Sell |
9,476
-30
| -0.3% | -$7.38K | 1.17% | 46 |
|
|
2021
Q1 | $2.37M | Sell |
9,506
-145
| -2% | -$34.6K | 1.29% | 39 |
|
|
2020
Q4 | $2.22M | Sell |
9,651
-36
| -0.4% | -$8.3K | 1.23% | 36 |
|
|
2020
Q3 | $2.46M | Sell |
9,687
-48
| -0.5% | -$11.9K | 1.52% | 22 |
|
|
2020
Q2 | $2.3M | Sell |
9,735
-27
| -0.3% | -$6.16K | 1.61% | 22 |
|
|
2020
Q1 | $1.98M | Sell |
9,762
-470
| -5% | -$103K | 1.63% | 17 |
|
|
2019
Q4 | $2.47M | Sell |
10,232
-68
| -0.7% | -$15K | 1.55% | 15 |
|
|
2019
Q3 | $1.99M | Sell |
10,300
-27
| -0.3% | -$5.18K | 1.37% | 36 |
|
|
2019
Q2 | $1.9M | Buy |
10,327
+343
| +3% | +$61.4K | 1.26% | 37 |
|
|
2019
Q1 | $1.9M | Buy |
9,984
+150
| +2% | +$28.6K | 1.32% | 28 |
|
|
2018
Q4 | $1.91M | Sell |
9,834
-49
| -0.5% | -$9.56K | 1.47% | 15 |
|
|
2018
Q3 | $2.05M | Sell |
9,883
-627
| -6% | -$124K | 1.45% | 22 |
|
|
2018
Q2 | $1.94M | Buy |
10,510
+104
| +1% | +$18.4K | 1.35% | 21 |
|
|
2018
Q1 | $1.77M | Sell |
10,406
-90
| -0.9% | -$16.5K | 1.22% | 28 |
|
|
2017
Q4 | $1.82M | Buy |
10,496
+107
| +1% | +$18.9K | 1.26% | 29 |
|
|
2017
Q3 | $1.94M | Sell |
10,389
-190
| -2% | -$33.7K | 1.44% | 18 |
|
|
2017
Q2 | $1.82M | Sell |
10,579
-179
| -2% | -$29.1K | 1.36% | 16 |
|
|
2017
Q1 | $1.76M | Buy |
10,758
+59
| +0.6% | +$9.8K | 1.38% | 18 |
|
|
2016
Q4 | $1.56M | Sell |
10,699
-17
| -0.2% | -$2.56K | 1.27% | 30 |
|
|
2016
Q3 | $1.79M | Buy |
10,716
+64
| +0.6% | +$10.8K | 1.43% | 14 |
|
|
2016
Q2 | $1.62M | Sell |
10,652
-73
| -0.7% | -$11.3K | 1.37% | 16 |
|
|
2016
Q1 | $1.61M | Sell |
10,725
-44
| -0.4% | -$6.54K | 1.38% | 17 |
|
|
2015
Q4 | $1.75M | Buy |
10,769
+176
| +2% | +$27.7K | 1.5% | 13 |
|
|
2015
Q3 | $1.47M | Sell |
10,593
-89
| -0.8% | -$14K | 1.35% | 17 |
|
|
2015
Q2 | $1.64M | Sell |
10,682
-65
| -0.6% | -$10.4K | 1.59% | 11 |
|
|
2015
Q1 | $1.71M | Sell |
10,747
-516
| -5% | -$81.3K | 1.54% | 10 |
|
|
2014
Q4 | $1.79M | Sell |
11,263
-385
| -3% | -$60K | 1.52% | 7 |
|
|
2014
Q3 | $1.63M | Sell |
11,648
-420
| -3% | -$54.8K | 1.46% | 10 |
|
|
2014
Q2 | $1.43M | Buy |
12,068
+13
| +0.1% | +$1.5K | 1.31% | 17 |
|
|
2014
Q1 | $1.49M | Sell |
12,055
-785
| -6% | -$95.2K | 1.41% | 11 |
|
|
2013
Q4 | $1.46M | Buy |
+12,840
| New | +$1.46M | 1.4% | 16 |
|
Other funds holding AMGN
Wunderlich Capital Managemnt's AMGN Position: Q2 2024 in Review
Wunderlich Capital Managemnt increased its Amgen (AMGN) stake by 4.7% in Q2 2024, buying an estimated $122K and bringing the position to 9,198 shares worth $2.87M. The position accounts for 1.28% of the portfolio, ranked #36.
Wunderlich Capital Managemnt first reported a position in AMGN in Q4 2013 and has held it in 43 quarters since. 2,785 funds tracked by Wall St. Rank hold AMGN as of Q2 2024.
- Wunderlich Capital Managemnt held 9,198 shares of Amgen worth $2.87M as of Q2 2024.
- Wunderlich Capital Managemnt bought 416 Amgen shares in Q2 2024, an estimated $122K.
- Amgen made up 1.28% of Wunderlich Capital Managemnt's portfolio in Q2 2024, its #36 holding.
- Wunderlich Capital Managemnt first reported a position in Amgen in Q4 2013 and has held it in 43 quarters since.
- 2,785 funds tracked by Wall St. Rank held Amgen as of Q2 2024.
Based on Wunderlich Capital Managemnt's 13F filing for Q2 2024, filed 14 Aug 2024.