CPWA
Cerro Pacific Wealth Advisors’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Buy |
5,360
+623
| +13% | +$174K | 0.42% | 55 |
|
|
2025
Q1 | $1.23M | Sell |
4,737
-134
| -3% | -$34.9K | 0.4% | 56 |
|
|
2024
Q4 | $1.57M | Buy |
4,871
+1,391
| +40% | +$448K | 0.52% | 53 |
|
|
2024
Q3 | $1.09M | Buy |
3,480
+75
| +2% | +$23.4K | 0.41% | 59 |
|
|
2024
Q2 | $1.06M | Buy |
+3,405
| New | +$1.06M | 0.41% | 60 |
|
|
2023
Q1 | $650K | Buy |
2,689
+462
| +21% | +$112K | 0.36% | 70 |
|
|
2022
Q4 | $585K | Sell |
2,227
-11
| -0.5% | -$2.89K | 0.31% | 84 |
|
|
2022
Q3 | $504K | Buy |
2,238
+136
| +6% | +$30.6K | 0.31% | 84 |
|
|
2022
Q2 | $511K | Sell |
2,102
-325
| -13% | -$79K | 0.32% | 88 |
|
|
2022
Q1 | $587K | Buy |
2,427
+25
| +1% | +$6.05K | 0.36% | 87 |
|
|
2021
Q4 | $540K | Sell |
2,402
-254
| -10% | -$57.1K | 0.34% | 84 |
|
|
2021
Q3 | $565K | Sell |
2,656
-1,119
| -30% | -$238K | 0.41% | 81 |
|
|
2021
Q2 | $920K | Buy |
+3,775
| New | +$920K | 0.68% | 44 |
|
|
2020
Q4 | $1.14M | Buy |
+4,952
| New | +$1.14M | 0.68% | 44 |
|