CWM
Campbell Wealth Management’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $219K | Buy |
+839
| New | +$219K | 0.02% | 87 |
|
|
2024
Q3 | – | Sell |
-822
| Closed | -$257K | – | 71 |
|
|
2024
Q2 | $257K | Buy |
822
+4
| +0.5% | +$1.25K | 0.08% | 37 |
|
|
2024
Q1 | $233K | Buy |
+818
| New | +$233K | 0.02% | 81 |
|
|
2023
Q4 | – | Sell |
-815
| Closed | -$219K | – | 64 |
|
|
2023
Q3 | $219K | Buy |
+815
| New | +$219K | 0.03% | 69 |
|
|
2020
Q3 | – | Sell |
-217
| Closed | -$51K | – | 76 |
|
|
2020
Q2 | $51K | Buy |
+217
| New | +$51K | 0.01% | 153 |
|