CWM
CarsonAllaria Wealth Management’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $196K | Buy |
701
+1
| +0.1% | +$280 | 0.11% | 65 |
|
|
2025
Q1 | $218K | Hold |
700
| – | – | 0.13% | 61 |
|
|
2024
Q4 | $182K | Sell |
700
-66
| -9% | -$17.2K | 0.1% | 68 |
|
|
2024
Q3 | $247K | Sell |
766
-61
| -7% | -$19.7K | 0.14% | 58 |
|
|
2024
Q2 | $259K | Sell |
827
-91
| -10% | -$28.4K | 0.16% | 53 |
|
|
2024
Q1 | $261K | Sell |
918
-134
| -13% | -$38.1K | 0.16% | 54 |
|
|
2023
Q4 | $303K | Sell |
1,052
-42
| -4% | -$12.1K | 0.22% | 48 |
|
|
2023
Q3 | $294K | Sell |
1,094
-10
| -0.9% | -$2.69K | 0.24% | 48 |
|
|
2023
Q2 | $245K | Hold |
1,104
| – | – | 0.19% | 56 |
|
|
2023
Q1 | $267K | Buy |
1,104
+6
| +0.5% | +$1.45K | 0.23% | 53 |
|
|
2022
Q4 | $288K | Buy |
1,098
+112
| +11% | +$29.4K | 0.25% | 49 |
|
|
2022
Q3 | $222K | Buy |
986
+3
| +0.3% | +$675 | 0.21% | 60 |
|
|
2022
Q2 | $239K | Hold |
983
| – | – | 0.22% | 54 |
|
|
2022
Q1 | $238K | Buy |
983
+12
| +1% | +$2.91K | 0.21% | 59 |
|
|
2021
Q4 | $219K | Buy |
+971
| New | +$219K | 0.19% | 60 |
|