CWM
Circle Wealth Management’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $407K | Buy |
1,308
+2
| +0.2% | +$623 | 0.01% | 181 |
|
|
2024
Q4 | $340K | Sell |
1,306
-20
| -2% | -$5.21K | 0.01% | 196 |
|
|
2024
Q3 | $427K | Buy |
1,326
+1
| +0.1% | +$322 | 0.01% | 184 |
|
|
2024
Q2 | $414K | Sell |
1,325
-645
| -33% | -$201K | 0.01% | 177 |
|
|
2024
Q1 | $560K | Buy |
1,970
+133
| +7% | +$37.8K | 0.01% | 136 |
|
|
2023
Q4 | $529K | Sell |
1,837
-481
| -21% | -$139K | 0.01% | 135 |
|
|
2023
Q3 | $623K | Buy |
2,318
+282
| +14% | +$75.8K | 0.02% | 117 |
|
|
2023
Q2 | $452K | Buy |
2,036
+13
| +0.6% | +$2.89K | 0.06% | 109 |
|
|
2023
Q1 | $489K | Buy |
2,023
+11
| +0.5% | +$2.66K | 0.07% | 98 |
|
|
2022
Q4 | $528K | Sell |
2,012
-170
| -8% | -$44.6K | 0.08% | 93 |
|
|
2022
Q3 | $492K | Sell |
2,182
-30
| -1% | -$6.76K | 0.08% | 91 |
|
|
2022
Q2 | $538K | Sell |
2,212
-518
| -19% | -$126K | 0.09% | 92 |
|
|
2022
Q1 | $660K | Sell |
2,730
-616
| -18% | -$149K | 0.09% | 100 |
|
|
2021
Q4 | $753K | Buy |
3,346
+2
| +0.1% | +$450 | 0.1% | 91 |
|
|
2021
Q3 | $711K | Sell |
3,344
-1,480
| -31% | -$315K | 0.1% | 89 |
|
|
2021
Q2 | $1.18M | Buy |
4,824
+7
| +0.1% | +$1.71K | 0.17% | 63 |
|
|
2021
Q1 | $1.2M | Buy |
4,817
+19
| +0.4% | +$4.73K | 0.19% | 54 |
|
|
2020
Q4 | $1.1M | Buy |
4,798
+1,521
| +46% | +$350K | 0.16% | 79 |
|
|
2020
Q3 | $833K | Buy |
3,277
+16
| +0.5% | +$4.07K | 0.14% | 79 |
|
|
2020
Q2 | $769K | Buy |
3,261
+55
| +2% | +$13K | 0.13% | 77 |
|
|
2020
Q1 | $650K | Buy |
3,206
+59
| +2% | +$12K | 0.13% | 85 |
|
|
2019
Q4 | $759K | Sell |
3,147
-109
| -3% | -$26.3K | 0.13% | 80 |
|
|
2019
Q3 | $630K | Buy |
3,256
+18
| +0.6% | +$3.48K | 0.13% | 86 |
|
|
2019
Q2 | $597K | Buy |
3,238
+637
| +24% | +$117K | 0.13% | 88 |
|
|
2019
Q1 | $494K | Buy |
2,601
+100
| +4% | +$19K | 0.11% | 98 |
|
|
2018
Q4 | $487K | Sell |
2,501
-1,066
| -30% | -$208K | 0.18% | 45 |
|
|
2018
Q3 | $739K | Sell |
3,567
-3
| -0.1% | -$622 | 0.23% | 40 |
|
|
2018
Q2 | $659K | Sell |
3,570
-40
| -1% | -$7.38K | 0.22% | 42 |
|
|
2018
Q1 | $616K | Sell |
3,610
-286
| -7% | -$48.8K | 0.22% | 44 |
|
|
2017
Q4 | $678K | Buy |
+3,896
| New | +$678K | 0.26% | 41 |
|