Schrum Private Wealth Management’s Amgen AMGN Stock Holding History

Schrum Private Wealth Management’s Portfolio AMGN Stock Details AMGN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,260	Closed	-$406K	–	125
2024 Q3	$406K	Buy	1,260 +370	+42%	+$121K	0.21%	109
2024 Q2	$278K	Hold	890	–	–	0.25%	99
2024 Q1	$253K	Buy	890 +80	+10%	+$23.4K	0.23%	109
2023 Q4	$233K	Sell	810 -80	-9%	-$21.8K	0.33%	84
2023 Q3	$239K	Buy	+890	New	+$222K	0.27%	96
2023 Q2	–	Sell	-890	Closed	-$215K	–	110
2023 Q1	$215K	Buy	890 +73	+9%	+$17.9K	0.25%	102
2022 Q4	$215K	Buy	+817	New	+$219K	0.25%	104
2022 Q2	–	Sell	-817	Closed	-$203K	–	114
2022 Q1	$203K	Buy	+817	New	+$188K	0.2%	117

Other funds holding AMGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Schrum Private Wealth Management's AMGN Position: Q4 2024 in Review

Schrum Private Wealth Management sold out of Amgen (AMGN) in Q4 2024, closing a stake of 1,260 shares — an estimated $406K sold.

Schrum Private Wealth Management first reported a position in AMGN in Q1 2022 and held it in 8 quarters. The position peaked at $406K in Q3 2024. 2,855 funds tracked by Wall St. Rank hold AMGN as of Q4 2024.

Schrum Private Wealth Management reported no remaining Amgen position as of Q4 2024 after selling out during the quarter.
Schrum Private Wealth Management sold 1,260 Amgen shares in Q4 2024, an estimated $406K.
Schrum Private Wealth Management first reported a position in Amgen in Q1 2022 and held it in 8 quarters.
Schrum Private Wealth Management's Amgen position peaked at $406K in Q3 2024.
2,855 funds tracked by Wall St. Rank held Amgen as of Q4 2024.

Based on Schrum Private Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.