CWS
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Cypress Wealth Services’s Amgen AMGN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$836K Buy
2,994
+43
+1% +$12K 0.15% 117
2025
Q1
$920K Buy
2,951
+29
+1% +$9.04K 0.19% 95
2024
Q4
$762K Sell
2,922
-199
-6% -$51.9K 0.15% 106
2024
Q3
$1.01M Buy
3,121
+49
+2% +$15.8K 0.21% 82
2024
Q2
$960K Buy
3,072
+30
+1% +$9.37K 0.21% 78
2024
Q1
$865K Buy
3,042
+228
+8% +$64.8K 0.2% 90
2023
Q4
$810K Sell
2,814
-18
-0.6% -$5.18K 0.2% 87
2023
Q3
$761K Hold
2,832
0.21% 93
2023
Q2
$645K Buy
2,832
+189
+7% +$43.1K 0.17% 104
2023
Q1
$639K Sell
2,643
-1,720
-39% -$416K 0.19% 96
2022
Q4
$1.15M Buy
4,363
+45
+1% +$11.8K 0.37% 68
2022
Q3
$989K Buy
4,318
+18
+0.4% +$4.12K 0.34% 71
2022
Q2
$1.05M Buy
4,300
+200
+5% +$48.7K 0.33% 67
2022
Q1
$991K Buy
4,100
+201
+5% +$48.6K 0.27% 70
2021
Q4
$877K Buy
3,899
+128
+3% +$28.8K 0.24% 76
2021
Q3
$802K Sell
3,771
-1,945
-34% -$414K 0.24% 75
2021
Q2
$1.39M Sell
5,716
-157
-3% -$38.3K 0.38% 57
2021
Q1
$1.46M Buy
5,873
+33
+0.6% +$8.21K 0.31% 73
2020
Q4
$1.34M Buy
+5,840
New +$1.34M 0.3% 67
2020
Q3
Sell
-5,996
Closed -$1.41M 11
2020
Q2
$1.41M Buy
5,996
+148
+3% +$34.9K 0.34% 71
2020
Q1
$1.19M Sell
5,848
-183
-3% -$37.1K 0.35% 79
2019
Q4
$1.45M Sell
6,031
-803
-12% -$194K 0.37% 81
2019
Q3
$1.32M Sell
6,834
-15
-0.2% -$2.9K 0.36% 86
2019
Q2
$1.26M Buy
6,849
+105
+2% +$19.3K 0.36% 85
2019
Q1
$1.28M Buy
6,744
+3,338
+98% +$634K 0.41% 75
2018
Q4
$663K Sell
3,406
-533
-14% -$104K 0.26% 94
2018
Q3
$817K Buy
3,939
+73
+2% +$15.1K 0.29% 91
2018
Q2
$714K Buy
3,866
+1,478
+62% +$273K 0.27% 93
2018
Q1
$407K Sell
2,388
-316
-12% -$53.9K 0.17% 116
2017
Q4
$470K Buy
+2,704
New +$470K 0.2% 114