Cassady Schiller Wealth Management’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $59.4K | Buy |
228
+23
| +11% | +$6K | 0.02% | 193 |
|
|
2024
Q3 | $66.1K | Hold |
205
| – | – | 0.02% | 182 |
|
|
2024
Q2 | $64.1K | Sell |
205
-18
| -8% | -$5.62K | 0.03% | 177 |
|
|
2024
Q1 | $63.4K | Buy |
223
+4
| +2% | +$1.14K | 0.03% | 191 |
|
|
2023
Q4 | $63.1K | Hold |
219
| – | – | 0.03% | 184 |
|
|
2023
Q3 | $58.9K | Buy |
219
+18
| +9% | +$4.84K | 0.03% | 181 |
|
|
2023
Q2 | $44.6K | Sell |
201
-100
| -33% | -$22.2K | 0.02% | 208 |
|
|
2023
Q1 | $72.8K | Sell |
301
-109
| -27% | -$26.4K | 0.03% | 166 |
|
|
2022
Q4 | $108K | Buy |
+410
| New | +$108K | 0.07% | 129 |
|
|
2022
Q1 | – | Sell |
-409
| Closed | -$92K | – | 133 |
|
|
2021
Q4 | $92K | Buy |
+409
| New | +$92K | 0.06% | 139 |
|