CWP
CFM Wealth Partners’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $862K | Sell |
3,086
-93
| -3% | -$26K | 0.14% | 79 |
|
|
2025
Q1 | $991K | Buy |
3,179
+21
| +0.7% | +$6.54K | 0.17% | 80 |
|
|
2024
Q4 | $823K | Sell |
3,158
-15
| -0.5% | -$3.91K | 0.14% | 82 |
|
|
2024
Q3 | $1.02M | Sell |
3,173
-43
| -1% | -$13.9K | 0.18% | 81 |
|
|
2024
Q2 | $1M | Hold |
3,216
| – | – | 0.18% | 76 |
|
|
2024
Q1 | $914K | Sell |
3,216
-161
| -5% | -$45.8K | 0.18% | 77 |
|
|
2023
Q4 | $973K | Buy |
3,377
+161
| +5% | +$46.4K | 0.22% | 77 |
|
|
2023
Q3 | $864K | Hold |
3,216
| – | – | 0.23% | 72 |
|
|
2023
Q2 | $714K | Buy |
3,216
+19
| +0.6% | +$4.22K | 0.17% | 92 |
|
|
2023
Q1 | $773K | Hold |
3,197
| – | – | 0.21% | 82 |
|
|
2022
Q4 | $840K | Hold |
3,197
| – | – | 0.25% | 78 |
|
|
2022
Q3 | $721K | Hold |
3,197
| – | – | 0.23% | 84 |
|
|
2022
Q2 | $778K | Hold |
3,197
| – | – | 0.23% | 86 |
|
|
2022
Q1 | $773K | Sell |
3,197
-44
| -1% | -$10.6K | 0.19% | 90 |
|
|
2021
Q4 | $735K | Hold |
3,241
| – | – | 0.16% | 93 |
|
|
2021
Q3 | $689K | Hold |
3,241
| – | – | 0.17% | 94 |
|
|
2021
Q2 | $790K | Sell |
3,241
-183
| -5% | -$44.6K | 0.21% | 83 |
|
|
2021
Q1 | $852K | Hold |
3,424
| – | – | 0.26% | 81 |
|
|
2020
Q4 | $787K | Hold |
3,424
| – | – | 0.25% | 76 |
|
|
2020
Q3 | $870K | Sell |
3,424
-341
| -9% | -$86.6K | 0.32% | 66 |
|
|
2020
Q2 | $888K | Sell |
3,765
-85
| -2% | -$20K | 0.34% | 62 |
|
|
2020
Q1 | $781K | Hold |
3,850
| – | – | 0.36% | 57 |
|
|
2019
Q4 | $926K | Buy |
+3,850
| New | +$926K | 0.34% | 61 |
|