CWA
Consilio Wealth Advisors’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Buy |
801
+70
| +10% | +$19.4K | 0.08% | 81 |
|
|
2025
Q1 | $228K | Buy |
+731
| New | +$228K | 0.1% | 62 |
|
|
2024
Q4 | – | Sell |
-723
| Closed | -$233K | – | 73 |
|
|
2024
Q3 | $233K | Buy |
723
+28
| +4% | +$9.02K | 0.1% | 60 |
|
|
2024
Q2 | $217K | Buy |
+695
| New | +$217K | 0.1% | 59 |
|