CWS Financial Advisors’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $421K | Hold |
1,506
| – | – | 0.12% | 93 |
|
|
2025
Q1 | $469K | Hold |
1,506
| – | – | 0.15% | 78 |
|
|
2024
Q4 | $393K | Hold |
1,506
| – | – | 0.13% | 90 |
|
|
2024
Q3 | $485K | Hold |
1,506
| – | – | 0.17% | 66 |
|
|
2024
Q2 | $471K | Sell |
1,506
-16
| -1% | -$5K | 0.19% | 62 |
|
|
2024
Q1 | $433K | Sell |
1,522
-35
| -2% | -$9.95K | 0.18% | 63 |
|
|
2023
Q4 | $448K | Sell |
1,557
-20
| -1% | -$5.76K | 0.17% | 92 |
|
|
2023
Q3 | $424K | Buy |
1,577
+36
| +2% | +$9.67K | 0.17% | 96 |
|
|
2023
Q2 | $342K | Sell |
1,541
-8
| -0.5% | -$1.78K | 0.13% | 108 |
|
|
2023
Q1 | $374K | Buy |
1,549
+63
| +4% | +$15.2K | 0.15% | 104 |
|
|
2022
Q4 | $370K | Sell |
1,486
-59
| -4% | -$14.7K | 0.16% | 93 |
|
|
2022
Q3 | $348K | Buy |
1,545
+7
| +0.5% | +$1.58K | 0.17% | 98 |
|
|
2022
Q2 | $374K | Hold |
1,538
| – | – | 0.17% | 96 |
|
|
2022
Q1 | $372K | Buy |
1,538
+51
| +3% | +$12.3K | 0.14% | 103 |
|
|
2021
Q4 | $335K | Buy |
+1,487
| New | +$335K | 0.12% | 105 |
|
|
2021
Q2 | $362K | Hold |
1,486
| – | – | 0.14% | 101 |
|
|
2021
Q1 | $370K | Buy |
1,486
+1
| +0.1% | +$249 | 0.16% | 93 |
|
|
2020
Q4 | $341K | Hold |
1,485
| – | – | 0.2% | 91 |
|
|
2020
Q3 | $377K | Buy |
1,485
+1
| +0.1% | +$254 | 0.25% | 79 |
|
|
2020
Q2 | $350K | Sell |
1,484
-87
| -6% | -$20.5K | 0.25% | 85 |
|
|
2020
Q1 | $379K | Hold |
1,571
| – | – | 0.28% | 78 |
|
|
2019
Q4 | $379K | Buy |
+1,571
| New | +$379K | 0.28% | 79 |
|