Xcel Wealth Management, LLC Amgen Inc Transaction History

Xcel Wealth Management, LLC

$338 Million
Q3 2024

A detailed history of Xcel Wealth Management, LLC transactions in Amgen Inc stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 1,460 shares of AMGN stock, worth $430,013. This represents 0.14% of its overall portfolio holdings.

Number of Shares

1,460

Previous 1,460 -0.0%

Holding current value

$430,013

Previous $456,000 3.07%

% of portfolio

0.14%

Previous 0.14%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 29, 2024	SELL	$255.7 - $288.46 $12,785 - $14,422	-50 Reduced 3.31%	1,460 $420,000
Q3 2023 Oct 17, 2023	SELL	$218.65 - $271.46 $1.25 Million - $1.56 Million	-5,736 Reduced 79.16%	1,510 $405,000
Q2 2023 Jul 26, 2023	BUY	$214.27 - $253.37 $8,785 - $10,388	41 Added 0.57%	7,246 $1.61 Million
Q1 2023 Apr 25, 2023	BUY	$225.79 - $275.2 $9,031 - $11,008	40 Added 0.56%	7,205 $1.74 Million
Q4 2022 Jan 19, 2023	SELL	$229.03 - $291.01 $16,719 - $21,243	-73 Reduced 1.01%	7,165 $1.88 Million
Q3 2022 Oct 20, 2022	BUY	$224.46 - $253.15 $7,407 - $8,353	33 Added 0.46%	7,238 $1.63 Million
Q2 2022 Jul 26, 2022	SELL	$230.71 - $256.74 $199,794 - $222,336	-866 Reduced 10.73%	7,205 $1.75 Million
Q1 2022 Apr 29, 2022	SELL	$219.27 - $242.57 $597,072 - $660,518	-2,723 Reduced 25.23%	8,071 $1.95 Million
Q4 2021 Feb 03, 2022	BUY	$198.88 - $227.6 $12,927 - $14,794	65 Added 0.61%	10,794 $2.43 Million
Q3 2021 Oct 21, 2021	BUY	$212.27 - $248.7 $6,792 - $7,958	32 Added 0.3%	10,729 $2.28 Million
Q2 2021 Jul 15, 2021	SELL	$233.58 - $259.14 $48,351 - $53,641	-207 Reduced 1.9%	10,697 $2.61 Million
Q1 2021 Apr 15, 2021	BUY	$221.91 - $258.6 $11,539 - $13,447	52 Added 0.48%	10,904 $2.71 Million
Q4 2020 Jan 13, 2021	SELL	$216.38 - $257.67 $9,737 - $11,595	-45 Reduced 0.41%	10,852 $2.5 Million
Q3 2020 Oct 27, 2020	SELL	$234.65 - $260.95 $164,255 - $182,665	-700 Reduced 6.04%	10,897 $2.77 Million
Q2 2020 Jul 10, 2020	SELL	$197.81 - $242.74 $59,343 - $72,822	-300 Reduced 2.52%	11,597 $2.74 Million
Q1 2020 Apr 07, 2020	SELL	$182.24 - $241.7 $182,240 - $241,700	-1,000 Reduced 7.75%	11,897 $2.41 Million
Q4 2019 Jan 09, 2020	SELL	$189.21 - $243.2 $63,385 - $81,472	-335 Reduced 2.53%	12,897 $3.11 Million
Q3 2019 Nov 12, 2019	SELL	$174.11 - $208.62 $374,336 - $448,533	-2,150 Reduced 13.98%	13,232 $2.56 Million
Q2 2019 Nov 12, 2019	BUY	$166.7 - $195.41 $174,201 - $204,203	1,045 Added 7.29%	15,382 $2.83 Million
Q1 2019 Nov 12, 2019	SELL	$180.87 - $203.88 $237,844 - $268,102	-1,315 Reduced 8.4%	14,337 $2.72 Million
Q4 2018 Nov 12, 2019	BUY	$178.4 - $208.25 $2.79 Million - $3.26 Million	15,652 New	15,652 $3.05 Million

Others Institutions Holding AMGN

# of Institutions

3,122

Shares Held

410M

Call Options Held

7.56M

Put Options Held

7.2M

View Full List

About AMGEN INC

Ticker AMGN
Exchange NASDAQ
Sector Healthcare
Industry Drug Manufacturers—General
Shares Outstandng 534,931,008
Market Cap $158B
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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Xcel Wealth Management, LLC Amgen Inc Transaction History