CSIA
Carl Stuart Investment Advisor’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-836
| Closed | -$241K | – | 16 |
|
|
2023
Q4 | $241K | Hold |
836
| – | – | 0.16% | 26 |
|
|
2023
Q3 | $223K | Buy |
+836
| New | +$223K | 0.18% | 18 |
|
|
2023
Q1 | – | Sell |
-836
| Closed | -$220K | – | 41 |
|
|
2022
Q4 | $220K | Buy |
+836
| New | +$220K | 0.2% | 23 |
|
|
2022
Q3 | – | Sell |
-836
| Closed | -$207K | – | 25 |
|
|
2022
Q2 | $207K | Hold |
836
| – | – | 0.18% | 25 |
|
|
2022
Q1 | $2.02M | Buy |
+836
| New | +$2.02M | 0.15% | 26 |
|