Number of Shares
35,119.00
Current Holdings Value*
$10.94 Mil
% of Portfolio
1.18%
Total Estimate Gain
$3.65 Mil
% of Total Estimate Gain
28.35%

CapWealth Advisors, LLC's Amgen Inc Holding Summary

As of 2025-03-31, CapWealth Advisors, LLC held 35,119.00 shares of Amgen Inc(AMGN), totaling $10.94 Mil. This investment constitutes 1.18% of their stock portfolio, and CapWealth Advisors, LLC now holds 0.01% of the outstanding Amgen Inc(AMGN) stock.

The initial trade took place in 2014Q1. And since then CapWealth Advisors, LLC has made 25 purchases of AMGN, at an average price of $208.81, for a total of 61,653.00 shares. In addition, there have been 6 sales at an average price of $232.60 for 26,534.00 shares. Based on historical transaction data and AMGN's current price of $294.76, CapWealth Advisors, LLC's estimated gain on his AMGN holdings is $3.65 Mil, reflecting a 28.35% gain to date.

CapWealth Advisors, LLC AMGN ($294.76) Holding Chart

CapWealth Advisors, LLC AMGN ($294.76) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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