EWM
Evergreen Wealth Management’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Sell |
6,612
-1,852
| -22% | -$517K | 1.04% | 31 |
|
|
2025
Q1 | $2.64M | Buy |
8,464
+3,592
| +74% | +$1.12M | 1.57% | 23 |
|
|
2024
Q4 | $1.27M | Sell |
4,872
-29
| -0.6% | -$7.56K | 0.75% | 42 |
|
|
2024
Q3 | $1.58M | Buy |
4,901
+9
| +0.2% | +$2.9K | 0.95% | 35 |
|
|
2024
Q2 | $1.53M | Hold |
4,892
| – | – | 1.01% | 32 |
|
|
2024
Q1 | $1.39M | Hold |
4,892
| – | – | 0.94% | 39 |
|
|
2023
Q4 | $1.41M | Buy |
4,892
+84
| +2% | +$24.2K | 1.04% | 36 |
|
|
2023
Q3 | $1.29M | Buy |
+4,808
| New | +$1.29M | 1.02% | 37 |
|