CWP
Core Wealth Partners’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-853
| Closed | -$266K | – | 173 |
|
|
2025
Q1 | $266K | Sell |
853
-516
| -38% | -$161K | 0.15% | 132 |
|
|
2024
Q4 | $357K | Sell |
1,369
-132
| -9% | -$34.4K | 0.2% | 106 |
|
|
2024
Q3 | $484K | Buy |
1,501
+449
| +43% | +$145K | 0.29% | 75 |
|
|
2024
Q2 | $329K | Sell |
1,052
-1
| -0.1% | -$312 | 0.22% | 92 |
|
|
2024
Q1 | $299K | Buy |
1,053
+78
| +8% | +$22.2K | 0.23% | 88 |
|
|
2023
Q4 | $281K | Buy |
975
+25
| +3% | +$7.2K | 0.23% | 83 |
|
|
2023
Q3 | $255K | Hold |
950
| – | – | 0.23% | 85 |
|
|
2023
Q2 | $211K | Buy |
950
+100
| +12% | +$22.2K | 0.19% | 101 |
|
|
2023
Q1 | $205K | Buy |
+850
| New | +$205K | 0.21% | 91 |
|