Amgen shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of Amgen (AMGN) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning investment in Amgen
Tip: Access up to 7 years of quarterly data
All positions including Amgen held by Summit Wealth & Retirement Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Amgen by Summit Wealth & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $239k | 845 | 282.22 |
| 2025-06-30 | $237k | 849 | 279.23 |
| 2025-03-31 | $255k | 819 | 311.57 |
| 2024-12-31 | $222k | 853 | 260.66 |
| 2024-09-30 | $275k | 853 | 322.23 |
| 2024-06-30 | $265k | 847 | 312.47 |
| 2024-03-31 | $235k | 826 | 284.35 |
| 2023-12-31 | $224k | 776 | 287.95 |
| 2023-09-30 | $208k | 773 | 268.66 |
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