CWS
Confluence Wealth Services’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Sell |
4,555
-8
| -0.2% | -$2.23K | 0.07% | 148 |
|
|
2025
Q1 | $1.27M | Buy |
4,563
+2,044
| +81% | +$568K | 0.08% | 126 |
|
|
2024
Q4 | $700K | Buy |
2,519
+87
| +4% | +$24.2K | 0.05% | 190 |
|
|
2024
Q3 | $783K | Buy |
2,432
+19
| +0.8% | +$6.12K | 0.06% | 178 |
|
|
2024
Q2 | $754K | Buy |
2,413
+1,101
| +84% | +$344K | 0.06% | 188 |
|
|
2024
Q1 | $373K | Sell |
1,312
-245
| -16% | -$69.7K | 0.03% | 246 |
|
|
2023
Q4 | $448K | Buy |
1,557
+30
| +2% | +$8.64K | 0.05% | 198 |
|
|
2023
Q3 | $410K | Sell |
1,527
-155
| -9% | -$41.7K | 0.08% | 177 |
|
|
2023
Q2 | $373K | Sell |
1,682
-135
| -7% | -$30K | 0.08% | 192 |
|
|
2023
Q1 | $439K | Buy |
1,817
+112
| +7% | +$27.1K | 0.1% | 154 |
|
|
2022
Q4 | $448K | Sell |
1,705
-4
| -0.2% | -$1.05K | 0.12% | 150 |
|
|
2022
Q3 | $385K | Sell |
1,709
-2,342
| -58% | -$528K | 0.16% | 152 |
|
|
2022
Q2 | $1.01M | Buy |
4,051
+158
| +4% | +$39.2K | 0.44% | 78 |
|
|
2022
Q1 | $941K | Buy |
3,893
+20
| +0.5% | +$4.83K | 0.34% | 81 |
|
|
2021
Q4 | $871K | Buy |
+3,873
| New | +$871K | 0.28% | 88 |
|