CCWM
Cassaday & Co Wealth Management’s Amgen AMGN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $969K | Sell |
3,469
-251
| -7% | -$70.1K | 0.02% | 133 |
|
2025
Q1 | $1.16M | Sell |
3,720
-216
| -5% | -$67.3K | 0.03% | 101 |
|
2024
Q4 | $1.03M | Buy |
3,936
+104
| +3% | +$27.1K | 0.03% | 117 |
|
2024
Q3 | $1.23M | Buy |
3,832
+98
| +3% | +$31.6K | 0.03% | 92 |
|
2024
Q2 | $1.17M | Buy |
3,734
+53
| +1% | +$16.6K | 0.04% | 91 |
|
2024
Q1 | $1.05M | Buy |
3,681
+332
| +10% | +$94.4K | 0.03% | 100 |
|
2023
Q4 | $965K | Sell |
3,349
-80
| -2% | -$23K | 0.03% | 101 |
|
2023
Q3 | $922K | Sell |
3,429
-1,116
| -25% | -$300K | 0.04% | 91 |
|
2023
Q2 | $1.01M | Buy |
4,545
+1,344
| +42% | +$298K | 0.04% | 93 |
|
2023
Q1 | $774K | Sell |
3,201
-162
| -5% | -$39.2K | 0.03% | 118 |
|
2022
Q4 | $883K | Buy |
+3,363
| New | +$883K | 0.04% | 100 |
|