Bergan Kdv Wealth Management, LLC Amgen Inc Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Amgen Inc stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 1,461 shares of AMGN stock, worth $454,385. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,461

Previous 1,949 25.04%

Holding current value

$454,385

Previous $471,000 31.21%

% of portfolio

0.03%

Previous 0.05%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 24, 2023	SELL	$214.27 - $253.37 $104,563 - $123,644	-488 Reduced 25.04%	1,461 $324,000
Q1 2023 Apr 27, 2023	SELL	$225.79 - $275.2 $43,125 - $52,563	-191 Reduced 8.93%	1,949 $471,000
Q4 2022 Jan 31, 2023	SELL	$229.03 - $291.01 $107,873 - $137,065	-471 Reduced 18.04%	2,140 $562,000
Q3 2022 Oct 24, 2022	SELL	$224.46 - $253.15 $32,322 - $36,453	-144 Reduced 5.23%	2,611 $588,000
Q2 2022 Jul 13, 2022	SELL	$230.71 - $256.74 $23,071 - $25,674	-100 Reduced 3.5%	2,755 $670,000

Q1 2022 May 09, 2022	SELL	$219.27 - $242.57 $26,531 - $29,350	-121 Reduced 4.07%	2,855 $690,000
Q4 2021 Jan 28, 2022	BUY	$198.88 - $227.6 $2,386 - $2,731	12 Added 0.4%	2,976 $670,000
Q3 2021 Nov 12, 2021	BUY	$212.27 - $248.7 $45,850 - $53,719	216 Added 7.86%	2,964 $630,000
Q2 2021 Aug 10, 2021	BUY	$233.58 - $259.14 $5,372 - $5,960	23 Added 0.84%	2,748 $670,000
Q1 2021 May 11, 2021	SELL	$221.91 - $258.6 $6,435 - $7,499	-29 Reduced 1.05%	2,725 $678,000
Q4 2020 Feb 04, 2021	BUY	$216.38 - $257.67 $9,304 - $11,079	43 Added 1.59%	2,754 $633,000
Q3 2020 Nov 05, 2020	BUY	$234.65 - $260.95 $12,436 - $13,830	53 Added 1.99%	2,711 $689,000
Q2 2020 Aug 13, 2020	BUY	$197.81 - $242.74 $4,747 - $5,825	24 Added 0.91%	2,658 $627,000
Q1 2020 Apr 24, 2020	BUY	$182.24 - $241.7 $53,578 - $71,059	294 Added 12.56%	2,634 $534,000
Q4 2019 Feb 10, 2020	SELL	$189.21 - $243.2 $60,736 - $78,067	-321 Reduced 12.06%	2,340 $564,000
Q3 2019 Nov 08, 2019	BUY	$174.11 - $208.62 $30,295 - $36,299	174 Added 7.0%	2,661 $515,000
Q2 2019 Aug 12, 2019	BUY	$166.7 - $195.41 $16,670 - $19,541	100 Added 4.19%	2,487 $458,000
Q1 2019 May 09, 2019	SELL	$180.87 - $203.88 $46,483 - $52,397	-257 Reduced 9.72%	2,387 $454,000
Q4 2018 Feb 01, 2019	SELL	$178.4 - $208.25 $13,201 - $15,410	-74 Reduced 2.72%	2,644 $515,000
Q3 2018 Nov 09, 2018	BUY	$185.29 - $208.89 $30,016 - $33,840	162 Added 6.34%	2,718 $563,000
Q2 2018 Jul 23, 2018	BUY	$166.05 - $186.51 $996 - $1,119	6 Added 0.24%	2,556 $472,000
Q1 2018 May 03, 2018	SELL	$169.43 - $198.0 $26,600 - $31,086	-157 Reduced 5.8%	2,550 $435,000
Q4 2017 Jan 16, 2018	SELL	$168.79 - $188.59 $97,223 - $108,627	-576 Reduced 17.54%	2,707 $471,000
Q3 2017 Oct 18, 2017	BUY	$167.29 - $191.0 $549,213 - $627,053	3,283	3,283 $612,000

Others Institutions Holding AMGN

# of Institutions

2,932

Shares Held

401M

Call Options Held

6.59M

Put Options Held

6.6M

View Full List

About AMGEN INC

Ticker AMGN
Exchange NASDAQ
Sector Healthcare
Industry Drug Manufacturers—General
Shares Outstandng 534,931,008
Market Cap $166B
Description
Amgen Inc. discovers, develops, manufactures, and delivers human therapeutics worldwide. It focuses on inflammation, oncology/hematology, bone health, cardiovascular disease, nephrology, and neuroscience areas. The company's products include Enbrel to treat plaque psoriasis, rheumatoid arthritis, and psoriatic arthritis; Neulasta that reduces th...

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Bergan Kdv Wealth Management, LLC Amgen Inc Transaction History