CWM
Congress Wealth Management’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.1M | Buy |
79,149
+2,186
| +3% | +$610K | 0.21% | 116 |
|
|
2025
Q1 | $24M | Buy |
76,963
+3,997
| +5% | +$1.25M | 0.29% | 87 |
|
|
2024
Q4 | $19M | Buy |
72,966
+5,119
| +8% | +$1.33M | 0.26% | 107 |
|
|
2024
Q3 | $21.9M | Buy |
67,847
+11,659
| +21% | +$3.76M | 0.29% | 89 |
|
|
2024
Q2 | $17.6M | Buy |
56,188
+1,422
| +3% | +$444K | 0.28% | 94 |
|
|
2024
Q1 | $15.6M | Sell |
54,766
-3,281
| -6% | -$933K | 0.27% | 105 |
|
|
2023
Q4 | $16.7M | Buy |
58,047
+4,730
| +9% | +$1.36M | 0.31% | 80 |
|
|
2023
Q3 | $14.3M | Buy |
53,317
+4,373
| +9% | +$1.18M | 0.3% | 80 |
|
|
2023
Q2 | $10.9M | Buy |
48,944
+2,615
| +6% | +$581K | 0.25% | 126 |
|
|
2023
Q1 | $11.2M | Buy |
46,329
+1,680
| +4% | +$406K | 0.27% | 113 |
|
|
2022
Q4 | $11.7M | Buy |
44,649
+712
| +2% | +$187K | 0.3% | 92 |
|
|
2022
Q3 | $9.9M | Buy |
43,937
+1,797
| +4% | +$405K | 0.27% | 105 |
|
|
2022
Q2 | $10.3M | Sell |
42,140
-399
| -0.9% | -$97.1K | 0.26% | 107 |
|
|
2022
Q1 | $10.3M | Sell |
42,539
-962
| -2% | -$233K | 0.22% | 128 |
|
|
2021
Q4 | $9.79M | Buy |
+43,501
| New | +$9.79M | 0.19% | 152 |
|