CRWM
Castle Rock Wealth Management’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.57M | Buy |
8,708
+2,931
| +51% | +$865K | 0.6% | 42 |
|
|
2025
Q1 | $1.78M | Sell |
5,777
-1,116
| -16% | -$344K | 0.48% | 54 |
|
|
2024
Q4 | $2.01M | Buy |
6,893
+224
| +3% | +$65.2K | 0.48% | 55 |
|
|
2024
Q3 | $2.12M | Buy |
6,669
+76
| +1% | +$24.2K | 0.51% | 50 |
|
|
2024
Q2 | $2.05M | Buy |
6,593
+326
| +5% | +$101K | 0.51% | 47 |
|
|
2024
Q1 | $1.74M | Buy |
6,267
+283
| +5% | +$78.5K | 0.47% | 55 |
|
|
2023
Q4 | $1.81M | Buy |
5,984
+62
| +1% | +$18.7K | 0.55% | 45 |
|
|
2023
Q3 | $1.59M | Buy |
5,922
+4,379
| +284% | +$1.17M | 0.53% | 43 |
|
|
2023
Q2 | $348K | Sell |
1,543
-1
| -0.1% | -$226 | 0.12% | 149 |
|
|
2023
Q1 | $362K | Buy |
1,544
+329
| +27% | +$77K | 0.13% | 153 |
|
|
2022
Q4 | $310K | Buy |
1,215
+158
| +15% | +$40.3K | 0.14% | 166 |
|
|
2022
Q3 | $259K | Sell |
1,057
-2,142
| -67% | -$525K | 0.13% | 166 |
|
|
2022
Q2 | $791K | Sell |
3,199
-30
| -0.9% | -$7.42K | 0.4% | 61 |
|
|
2022
Q1 | $818K | Sell |
3,229
-4,239
| -57% | -$1.07M | 0.38% | 72 |
|
|
2021
Q4 | $1.7M | Buy |
7,468
+220
| +3% | +$50.1K | 0.69% | 40 |
|
|
2021
Q3 | $1.53M | Buy |
7,248
+6,213
| +600% | +$1.31M | 0.52% | 58 |
|
|
2021
Q2 | $236K | Sell |
1,035
-25
| -2% | -$5.7K | 0.09% | 228 |
|
|
2021
Q1 | $270K | Sell |
1,060
-14
| -1% | -$3.57K | 0.11% | 214 |
|
|
2020
Q4 | $272K | Buy |
+1,074
| New | +$272K | 0.11% | 203 |
|