Evergreen Private Wealth’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $211K | Sell |
755
-25
| -3% | -$6.98K | 0.09% | 64 |
|
2025
Q1 | $243K | Hold |
780
| – | – | 0.11% | 62 |
|
2024
Q4 | $203K | Hold |
780
| – | – | 0.1% | 66 |
|
2024
Q3 | $251K | Sell |
780
-1
| -0.1% | -$322 | 0.12% | 62 |
|
2024
Q2 | $244K | Hold |
781
| – | – | 0.12% | 64 |
|
2024
Q1 | $222K | Hold |
781
| – | – | 0.11% | 68 |
|
2023
Q4 | $225K | Buy |
+781
| New | +$225K | 0.12% | 63 |
|