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