CWM
Concentrum Wealth Management’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-753
| Closed | -$235K | – | 75 |
|
|
2025
Q1 | $235K | Buy |
+753
| New | +$235K | 0.09% | 74 |
|
|
2024
Q4 | – | Sell |
-722
| Closed | -$233K | – | 81 |
|
|
2024
Q3 | $233K | Buy |
722
+8
| +1% | +$2.58K | 0.09% | 66 |
|
|
2024
Q2 | $223K | Sell |
714
-4
| -0.6% | -$1.25K | 0.09% | 68 |
|
|
2024
Q1 | $204K | Buy |
718
+21
| +3% | +$5.97K | 0.09% | 66 |
|
|
2023
Q4 | $201K | Buy |
+697
| New | +$201K | 0.1% | 64 |
|