CWM
Concert Wealth Management’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-12,413
| Closed | -$1.82M | – | 166 |
|
|
2017
Q1 | $1.82M | Sell |
12,413
-3,408
| -22% | -$499K | 0.41% | 58 |
|
|
2016
Q4 | $2.31M | Sell |
15,821
-4,917
| -24% | -$718K | 0.51% | 36 |
|
|
2016
Q3 | $3.47M | Sell |
20,738
-547
| -3% | -$91.5K | 0.42% | 45 |
|
|
2016
Q2 | $3.23M | Buy |
21,285
+1,048
| +5% | +$159K | 0.44% | 41 |
|
|
2016
Q1 | $3.02M | Sell |
20,237
-363
| -2% | -$54.2K | 0.4% | 50 |
|
|
2015
Q4 | $3.34M | Buy |
20,600
+982
| +5% | +$159K | 0.45% | 45 |
|
|
2015
Q3 | $2.73M | Sell |
19,618
-403
| -2% | -$56K | 0.37% | 52 |
|
|
2015
Q2 | $3.07M | Sell |
20,021
-175
| -0.9% | -$26.8K | 0.4% | 45 |
|
|
2015
Q1 | $2.18M | Buy |
20,196
+546
| +3% | +$58.9K | 0.62% | 34 |
|
|
2014
Q4 | $3.14M | Buy |
19,650
+8,165
| +71% | +$1.31M | 0.48% | 38 |
|
|
2014
Q3 | $1.61M | Sell |
11,485
-488
| -4% | -$68.4K | 0.22% | 69 |
|
|
2014
Q2 | $1.37M | Buy |
11,973
+132
| +1% | +$15.1K | 0.17% | 84 |
|
|
2014
Q1 | $1.42M | Sell |
11,841
-527
| -4% | -$63.2K | 0.18% | 82 |
|
|
2013
Q4 | $1.4M | Sell |
12,368
-110
| -0.9% | -$12.5K | 0.18% | 87 |
|
|
2013
Q3 | $1.39M | Sell |
12,478
-834
| -6% | -$93.1K | 0.2% | 76 |
|
|
2013
Q2 | $1.32M | Buy |
+13,312
| New | +$1.32M | 0.2% | 68 |
|