EWM
Evercore Wealth Management’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.18M | Sell |
18,535
-203
| -1% | -$56.7K | 0.08% | 100 |
|
|
2025
Q1 | $5.84M | Sell |
18,738
-707
| -4% | -$220K | 0.09% | 88 |
|
|
2024
Q4 | $5.07M | Sell |
19,445
-478
| -2% | -$125K | 0.08% | 97 |
|
|
2024
Q3 | $6.42M | Buy |
19,923
+8
| +0% | +$2.58K | 0.1% | 87 |
|
|
2024
Q2 | $6.22M | Sell |
19,915
-202
| -1% | -$63.1K | 0.1% | 89 |
|
|
2024
Q1 | $5.72M | Sell |
20,117
-466
| -2% | -$132K | 0.09% | 93 |
|
|
2023
Q4 | $5.93M | Sell |
20,583
-298
| -1% | -$85.8K | 0.1% | 90 |
|
|
2023
Q3 | $5.61M | Sell |
20,881
-462
| -2% | -$124K | 0.11% | 84 |
|
|
2023
Q2 | $4.74M | Sell |
21,343
-475
| -2% | -$105K | 0.09% | 96 |
|
|
2023
Q1 | $5.27M | Sell |
21,818
-272
| -1% | -$65.8K | 0.11% | 89 |
|
|
2022
Q4 | $5.8M | Buy |
22,090
+505
| +2% | +$133K | 0.12% | 83 |
|
|
2022
Q3 | $4.87M | Buy |
21,585
+80
| +0.4% | +$18K | 0.11% | 87 |
|
|
2022
Q2 | $5.23M | Sell |
21,505
-53
| -0.2% | -$12.9K | 0.11% | 90 |
|
|
2022
Q1 | $5.21M | Sell |
21,558
-271
| -1% | -$65.5K | 0.09% | 97 |
|
|
2021
Q4 | $4.91M | Sell |
21,829
-2,611
| -11% | -$587K | 0.08% | 109 |
|
|
2021
Q3 | $5.2M | Sell |
24,440
-3,530
| -13% | -$751K | 0.09% | 102 |
|
|
2021
Q2 | $6.82M | Sell |
27,970
-465
| -2% | -$113K | 0.12% | 88 |
|
|
2021
Q1 | $7.08M | Buy |
28,435
+37
| +0.1% | +$9.21K | 0.14% | 84 |
|
|
2020
Q4 | $6.53M | Sell |
28,398
-950
| -3% | -$218K | 0.14% | 81 |
|
|
2020
Q3 | $7.46M | Sell |
29,348
-11
| -0% | -$2.8K | 0.18% | 69 |
|
|
2020
Q2 | $6.92M | Buy |
29,359
+54
| +0.2% | +$12.7K | 0.19% | 69 |
|
|
2020
Q1 | $5.94M | Buy |
29,305
+419
| +1% | +$84.9K | 0.2% | 67 |
|
|
2019
Q4 | $6.96M | Sell |
28,886
-1,096
| -4% | -$264K | 0.19% | 72 |
|
|
2019
Q3 | $5.8M | Buy |
29,982
+4,180
| +16% | +$809K | 0.17% | 78 |
|
|
2019
Q2 | $4.76M | Buy |
25,802
+720
| +3% | +$133K | 0.14% | 90 |
|
|
2019
Q1 | $4.77M | Buy |
25,082
+3,261
| +15% | +$620K | 0.15% | 94 |
|
|
2018
Q4 | $4.25M | Sell |
21,821
-908
| -4% | -$177K | 0.16% | 92 |
|
|
2018
Q3 | $4.71M | Sell |
22,729
-2,299
| -9% | -$477K | 0.15% | 90 |
|
|
2018
Q2 | $4.62M | Buy |
25,028
+7,500
| +43% | +$1.38M | 0.16% | 90 |
|
|
2018
Q1 | $2.99M | Buy |
17,528
+3,394
| +24% | +$579K | 0.11% | 104 |
|
|
2017
Q4 | $2.46M | Sell |
14,134
-50
| -0.4% | -$8.69K | 0.09% | 121 |
|
|
2017
Q3 | $2.65M | Sell |
14,184
-150
| -1% | -$28K | 0.1% | 114 |
|
|
2017
Q2 | $2.47M | Buy |
14,334
+1,656
| +13% | +$285K | 0.1% | 120 |
|
|
2017
Q1 | $2.08M | Sell |
12,678
-183
| -1% | -$30K | 0.08% | 130 |
|
|
2016
Q4 | $1.88M | Buy |
12,861
+1,147
| +10% | +$168K | 0.08% | 134 |
|
|
2016
Q3 | $1.95M | Sell |
11,714
-393
| -3% | -$65.6K | 0.08% | 133 |
|
|
2016
Q2 | $1.84M | Sell |
12,107
-1,958
| -14% | -$298K | 0.08% | 135 |
|
|
2016
Q1 | $2.11M | Sell |
14,065
-6,382
| -31% | -$957K | 0.09% | 120 |
|
|
2015
Q4 | $3.32M | Buy |
20,447
+9,466
| +86% | +$1.54M | 0.15% | 102 |
|
|
2015
Q3 | $1.52M | Buy |
10,981
+53
| +0.5% | +$7.33K | 0.07% | 148 |
|
|
2015
Q2 | $1.68M | Sell |
10,928
-5,774
| -35% | -$886K | 0.08% | 154 |
|
|
2015
Q1 | $2.67M | Buy |
16,702
+1,276
| +8% | +$204K | 0.12% | 121 |
|
|
2014
Q4 | $2.46M | Buy |
15,426
+1,271
| +9% | +$203K | 0.12% | 114 |
|
|
2014
Q3 | $1.99M | Buy |
14,155
+245
| +2% | +$34.4K | 0.1% | 139 |
|
|
2014
Q2 | $1.65M | Buy |
13,910
+1,000
| +8% | +$119K | 0.09% | 145 |
|
|
2014
Q1 | $1.59M | Buy |
12,910
+300
| +2% | +$37K | 0.09% | 148 |
|
|
2013
Q4 | $1.44M | Buy |
12,610
+1,527
| +14% | +$174K | 0.08% | 161 |
|
|
2013
Q3 | $1.24M | Sell |
11,083
-4
| -0% | -$448 | 0.07% | 191 |
|
|
2013
Q2 | $1.09M | Buy |
+11,087
| New | +$1.09M | 0.06% | 203 |
|