CAWM
Capital Advisors Wealth Management’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Sell |
788
-177
| -18% | -$49.4K | 0.03% | 180 |
|
|
2025
Q1 | $301K | Sell |
965
-28
| -3% | -$8.73K | 0.05% | 139 |
|
|
2024
Q4 | $259K | Sell |
993
-33
| -3% | -$8.6K | 0.05% | 149 |
|
|
2024
Q3 | $331K | Buy |
1,026
+11
| +1% | +$3.55K | 0.06% | 122 |
|
|
2024
Q2 | $317K | Buy |
1,015
+6
| +0.6% | +$1.88K | 0.06% | 116 |
|
|
2024
Q1 | $287K | Buy |
1,009
+25
| +3% | +$7.11K | 0.06% | 120 |
|
|
2023
Q4 | $283K | Buy |
984
+6
| +0.6% | +$1.73K | 0.06% | 108 |
|
|
2023
Q3 | $263K | Buy |
+978
| New | +$263K | 0.07% | 109 |
|
|
2023
Q2 | – | Sell |
-875
| Closed | -$212K | – | 138 |
|
|
2023
Q1 | $212K | Buy |
875
+6
| +0.7% | +$1.45K | 0.06% | 127 |
|
|
2022
Q4 | $228K | Buy |
+869
| New | +$228K | 0.07% | 109 |
|
|
2022
Q3 | – | Sell |
-859
| Closed | -$209K | – | 118 |
|
|
2022
Q2 | $209K | Buy |
+859
| New | +$209K | 0.07% | 109 |
|
|
2021
Q3 | – | Sell |
-986
| Closed | -$240K | – | 101 |
|
|
2021
Q2 | $240K | Buy |
986
+76
| +8% | +$18.5K | 0.09% | 81 |
|
|
2021
Q1 | $227K | Buy |
+910
| New | +$227K | 0.1% | 85 |
|