CWM
Centric Wealth Management’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,502
| Closed | -$1.34M | – | 117 |
|
|
2022
Q2 | $1.34M | Buy |
5,502
+196
| +4% | +$47.7K | 0.49% | 58 |
|
|
2022
Q1 | $1.28M | Buy |
5,306
+287
| +6% | +$69.4K | 0.41% | 72 |
|
|
2021
Q4 | $1.13M | Buy |
5,019
+488
| +11% | +$110K | 0.37% | 69 |
|
|
2021
Q3 | $963K | Buy |
4,531
+112
| +3% | +$23.8K | 0.35% | 68 |
|
|
2021
Q2 | $1.08M | Buy |
4,419
+119
| +3% | +$29K | 0.37% | 66 |
|
|
2021
Q1 | $1.07M | Sell |
4,300
-17
| -0.4% | -$4.23K | 0.31% | 89 |
|
|
2020
Q4 | $993K | Buy |
4,317
+1,597
| +59% | +$367K | 0.31% | 88 |
|
|
2020
Q3 | $515K | Sell |
2,720
-514
| -16% | -$97.3K | 0.39% | 62 |
|
|
2020
Q2 | $763K | Buy |
3,234
+514
| +19% | +$121K | 0.4% | 64 |
|
|
2020
Q1 | $515K | Sell |
2,720
-178
| -6% | -$33.7K | 0.39% | 62 |
|
|
2019
Q4 | $699K | Buy |
2,898
+178
| +7% | +$42.9K | 0.56% | 45 |
|
|
2019
Q3 | $515K | Buy |
2,720
+145
| +6% | +$27.5K | 0.39% | 62 |
|
|
2019
Q2 | $474K | Buy |
2,575
+6
| +0.2% | +$1.1K | 0.41% | 62 |
|
|
2019
Q1 | $488K | Buy |
+2,569
| New | +$488K | 0.45% | 57 |
|