CTWM
Cherry Tree Wealth Management’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $122K | Sell |
437
-48
| -10% | -$13.4K | 0.03% | 197 |
|
|
2025
Q1 | $151K | Buy |
485
+10
| +2% | +$3.12K | 0.04% | 176 |
|
|
2024
Q4 | $124K | Hold |
475
| – | – | 0.03% | 192 |
|
|
2024
Q3 | $153K | Hold |
475
| – | – | 0.04% | 177 |
|
|
2024
Q2 | $148K | Sell |
475
-17
| -3% | -$5.31K | 0.04% | 171 |
|
|
2024
Q1 | $140K | Sell |
492
-291
| -37% | -$82.7K | 0.04% | 177 |
|
|
2023
Q4 | $226K | Hold |
783
| – | – | 0.06% | 144 |
|
|
2023
Q3 | $210K | Hold |
783
| – | – | 0.06% | 137 |
|
|
2023
Q2 | $174K | Buy |
+783
| New | +$174K | 0.05% | 148 |
|