CWA
Clarus Wealth Advisors’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-656
| Closed | -$208K | – | 122 |
|
|
2024
Q3 | $208K | Sell |
656
-68
| -9% | -$21.6K | 0.11% | 129 |
|
|
2024
Q2 | $233K | Buy |
+724
| New | +$233K | 0.12% | 113 |
|
|
2024
Q1 | – | Sell |
-695
| Closed | -$212K | – | 132 |
|
|
2023
Q4 | $212K | Buy |
+695
| New | +$212K | 0.13% | 111 |
|
|
2021
Q2 | – | Sell |
-2,304
| Closed | -$574K | – | 102 |
|
|
2021
Q1 | $574K | Hold |
2,304
| – | – | 0.36% | 56 |
|
|
2020
Q4 | $547K | Hold |
2,304
| – | – | 0.36% | 51 |
|
|
2020
Q3 | $582K | Hold |
2,304
| – | – | 0.45% | 48 |
|
|
2020
Q2 | $583K | Hold |
2,304
| – | – | 0.49% | 41 |
|
|
2020
Q1 | $473K | Hold |
2,304
| – | – | 0.47% | 63 |
|
|
2019
Q4 | $550K | Hold |
2,304
| – | – | 0.36% | 74 |
|
|
2019
Q3 | $446K | Buy |
2,304
+2,180
| +1,758% | +$422K | 0.33% | 72 |
|
|
2019
Q2 | $23K | Buy |
124
+1
| +0.8% | +$185 | 0.02% | 349 |
|
|
2019
Q1 | $23K | Sell |
123
-16
| -12% | -$2.99K | 0.02% | 394 |
|
|
2018
Q4 | $27K | Buy |
139
+1
| +0.7% | +$194 | 0.04% | 352 |
|
|
2018
Q3 | $29K | Buy |
138
+13
| +10% | +$2.73K | 0.02% | 377 |
|
|
2018
Q2 | $21K | Buy |
+125
| New | +$21K | 0.02% | 418 |
|