CWP
Concord Wealth Partners’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Sell |
9,467
-448
| -5% | -$125K | 0.39% | 62 |
|
|
2025
Q1 | $3.09M | Buy |
9,915
+911
| +10% | +$284K | 0.51% | 51 |
|
|
2024
Q4 | $2.35M | Buy |
9,004
+480
| +6% | +$125K | 0.38% | 63 |
|
|
2024
Q3 | $2.75M | Buy |
8,524
+341
| +4% | +$110K | 0.46% | 53 |
|
|
2024
Q2 | $2.56M | Buy |
8,183
+270
| +3% | +$84.4K | 0.45% | 53 |
|
|
2024
Q1 | $2.25M | Buy |
7,913
+1,172
| +17% | +$333K | 0.4% | 59 |
|
|
2023
Q4 | $1.94M | Buy |
6,741
+1,809
| +37% | +$521K | 0.39% | 57 |
|
|
2023
Q3 | $1.33M | Buy |
4,932
+14
| +0.3% | +$3.76K | 0.28% | 64 |
|
|
2023
Q2 | $1.09M | Buy |
4,918
+1,510
| +44% | +$335K | 0.24% | 65 |
|
|
2023
Q1 | $824K | Sell |
3,408
-312
| -8% | -$75.4K | 0.23% | 60 |
|
|
2022
Q4 | $977K | Sell |
3,720
-327
| -8% | -$85.9K | 0.29% | 48 |
|
|
2022
Q3 | $912K | Buy |
4,047
+86
| +2% | +$19.4K | 0.29% | 52 |
|
|
2022
Q2 | $964K | Buy |
3,961
+325
| +9% | +$79.1K | 0.26% | 51 |
|
|
2022
Q1 | $879K | Buy |
3,636
+458
| +14% | +$111K | 0.23% | 59 |
|
|
2021
Q4 | $715K | Buy |
3,178
+1,917
| +152% | +$431K | 0.18% | 73 |
|
|
2021
Q3 | $268K | Sell |
1,261
-923
| -42% | -$196K | 0.11% | 69 |
|
|
2021
Q2 | $532K | Buy |
2,184
+237
| +12% | +$57.7K | 0.15% | 63 |
|
|
2021
Q1 | $484K | Buy |
1,947
+922
| +90% | +$229K | 0.16% | 60 |
|
|
2020
Q4 | $236K | Buy |
+1,025
| New | +$236K | 0.18% | 62 |
|