CWM
Curi Wealth Management’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,186
| Closed | -$342K | – | 9 |
|
|
2023
Q4 | $342K | Sell |
1,186
-6
| -0.5% | -$1.73K | 0.05% | 113 |
|
|
2023
Q3 | $320K | Sell |
1,192
-278
| -19% | -$74.7K | 0.05% | 109 |
|
|
2023
Q2 | $326K | Sell |
1,470
-2,105
| -59% | -$467K | 0.04% | 121 |
|
|
2023
Q1 | $864K | Sell |
3,575
-4
| -0.1% | -$967 | 0.12% | 78 |
|
|
2022
Q4 | $940K | Sell |
3,579
-1,362
| -28% | -$358K | 0.13% | 82 |
|
|
2022
Q3 | $1.11M | Buy |
4,941
+3,779
| +325% | +$852K | 0.18% | 63 |
|
|
2022
Q2 | $283K | Buy |
1,162
+63
| +6% | +$15.3K | 0.05% | 91 |
|
|
2022
Q1 | $265K | Buy |
1,099
+390
| +55% | +$94K | 0.05% | 97 |
|
|
2021
Q4 | $159K | Buy |
+709
| New | +$159K | 0.03% | 122 |
|
|
2021
Q2 | – | Sell |
-826
| Closed | -$205K | – | 93 |
|
|
2021
Q1 | $205K | Buy |
826
+32
| +4% | +$7.94K | 0.13% | 87 |
|
|
2020
Q4 | $182K | Buy |
+794
| New | +$182K | 0.13% | 85 |
|