Caldwell Trust’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.58M | Buy |
30,728
+1,565
|
|
||||
|
2025
Q1 | $9.09M | Sell |
29,163
-355
|
|
||||
|
2024
Q4 | $7.69M | Buy |
29,518
+4
|
|
||||
|
2024
Q3 | $9.51M | Buy |
29,514
+306
|
|
||||
|
2024
Q2 | $9.13M | Buy |
29,208
+230
|
|
||||
|
2024
Q1 | $8.24M | Sell |
28,978
-459
|
|
||||
|
2023
Q4 | $8.48M | Sell |
29,437
-1,675
|
|
||||
|
2023
Q3 | $8.36M | Sell |
31,112
-601
|
|
||||
|
2023
Q2 | $7.04M | Sell |
31,713
-716
|
|
||||
|
2023
Q1 | $7.84M | Sell |
32,429
-93
|
|
||||
|
2022
Q4 | $8.54M | Sell |
32,522
-332
|
|
||||
|
2022
Q3 | $7.41M | Sell |
32,854
-209
|
|
||||
|
2022
Q2 | $8.04M | Sell |
33,063
-310
|
|
||||
|
2022
Q1 | $8.07M | Buy |
33,373
+346
|
|
||||
|
2021
Q4 | $7.43M | Sell |
33,027
-531
|
|
||||
|
2021
Q3 | $7.14M | Buy |
33,558
+1,291
|
|
||||
|
2021
Q2 | $7.87M | Sell |
32,267
-1,114
|
|
||||
|
2021
Q1 | $8.31M | Buy |
33,381
+2,171
|
|
||||
|
2020
Q4 | $7.18M | Sell |
31,210
-60
|
|
||||
|
2020
Q3 | $7.95M | Sell |
31,270
-1,883
|
|
||||
|
2020
Q2 | $7.82M | Buy |
33,153
+141
|
|
||||
|
2020
Q1 | $6.69M | Buy |
33,012
+32
|
|
||||
|
2019
Q4 | $7.95M | Buy |
+32,980
|
|