Wunderlich Capital Managemnt’s Amgen AMGN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$2.87M Buy
9,198
+416
+5% +$130K 1.28% 36
2024
Q1
$2.5M Sell
8,782
-508
-5% -$144K 1.13% 38
2023
Q4
$2.68M Sell
9,290
-130
-1% -$37.4K 1.2% 38
2023
Q3
$2.53M Sell
9,420
-32
-0.3% -$8.6K 1.25% 36
2023
Q2
$2.1M Buy
9,452
+393
+4% +$87.3K 1.03% 45
2023
Q1
$2.19M Sell
9,059
-22
-0.2% -$5.32K 1.14% 44
2022
Q4
$2.39M Sell
9,081
-85
-0.9% -$22.3K 1.33% 36
2022
Q3
$2.07M Buy
9,166
+14
+0.2% +$3.16K 1.32% 33
2022
Q2
$2.23M Sell
9,152
-168
-2% -$40.9K 1.3% 30
2022
Q1
$2.25M Sell
9,320
-79
-0.8% -$19.1K 1.06% 48
2021
Q4
$2.11M Sell
9,399
-401
-4% -$90.2K 0.94% 54
2021
Q3
$2.08M Buy
9,800
+324
+3% +$68.9K 1% 52
2021
Q2
$2.31M Sell
9,476
-30
-0.3% -$7.31K 1.17% 46
2021
Q1
$2.37M Sell
9,506
-145
-2% -$36.1K 1.29% 39
2020
Q4
$2.22M Sell
9,651
-36
-0.4% -$8.28K 1.23% 36
2020
Q3
$2.46M Sell
9,687
-48
-0.5% -$12.2K 1.52% 22
2020
Q2
$2.3M Sell
9,735
-27
-0.3% -$6.37K 1.61% 22
2020
Q1
$1.98M Sell
9,762
-470
-5% -$95.3K 1.63% 17
2019
Q4
$2.47M Sell
10,232
-68
-0.7% -$16.4K 1.55% 15
2019
Q3
$1.99M Sell
10,300
-27
-0.3% -$5.22K 1.37% 36
2019
Q2
$1.9M Buy
10,327
+343
+3% +$63.2K 1.26% 37
2019
Q1
$1.9M Buy
9,984
+150
+2% +$28.5K 1.32% 28
2018
Q4
$1.91M Sell
9,834
-49
-0.5% -$9.54K 1.47% 15
2018
Q3
$2.05M Sell
9,883
-627
-6% -$130K 1.45% 22
2018
Q2
$1.94M Buy
10,510
+104
+1% +$19.2K 1.35% 21
2018
Q1
$1.77M Sell
10,406
-90
-0.9% -$15.3K 1.22% 28
2017
Q4
$1.83M Buy
10,496
+107
+1% +$18.6K 1.26% 29
2017
Q3
$1.94M Sell
10,389
-190
-2% -$35.4K 1.44% 18
2017
Q2
$1.82M Sell
10,579
-179
-2% -$30.8K 1.36% 16
2017
Q1
$1.77M Buy
10,758
+59
+0.6% +$9.68K 1.38% 18
2016
Q4
$1.56M Sell
10,699
-17
-0.2% -$2.49K 1.27% 30
2016
Q3
$1.79M Buy
10,716
+64
+0.6% +$10.7K 1.43% 14
2016
Q2
$1.62M Sell
10,652
-73
-0.7% -$11.1K 1.37% 16
2016
Q1
$1.61M Sell
10,725
-44
-0.4% -$6.6K 1.38% 17
2015
Q4
$1.75M Buy
10,769
+176
+2% +$28.6K 1.5% 13
2015
Q3
$1.47M Sell
10,593
-89
-0.8% -$12.3K 1.35% 17
2015
Q2
$1.64M Sell
10,682
-65
-0.6% -$9.97K 1.59% 11
2015
Q1
$1.71M Sell
10,747
-516
-5% -$82.1K 1.54% 10
2014
Q4
$1.79M Sell
11,263
-385
-3% -$61.2K 1.52% 7
2014
Q3
$1.63M Sell
11,648
-420
-3% -$58.8K 1.46% 10
2014
Q2
$1.43M Buy
12,068
+13
+0.1% +$1.54K 1.31% 17
2014
Q1
$1.49M Sell
12,055
-785
-6% -$97K 1.41% 11
2013
Q4
$1.46M Buy
+12,840
New +$1.46M 1.4% 16