1776 Wealth’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $699K | Sell |
1,310
-54
| -4% | -$28.8K | 0.29% | 64 |
|
|
2025
Q1 | $660K | Sell |
1,364
-32
| -2% | -$15.5K | 0.3% | 64 |
|
|
2024
Q4 | $743K | Hold |
1,396
| – | – | 0.34% | 54 |
|
|
2024
Q3 | $656K | Sell |
1,396
-114
| -8% | -$53.6K | 0.29% | 66 |
|
|
2024
Q2 | $645K | Sell |
1,510
-6
| -0.4% | -$2.56K | 0.29% | 66 |
|
|
2024
Q1 | $665K | Sell |
1,516
-17
| -1% | -$7.45K | 0.31% | 59 |
|
|
2023
Q4 | $582K | Buy |
1,533
+61
| +4% | +$23.2K | 0.29% | 67 |
|
|
2023
Q3 | $485K | Sell |
1,472
-61
| -4% | -$20.1K | 0.26% | 70 |
|
|
2023
Q2 | $509K | Sell |
1,533
-436
| -22% | -$145K | 0.27% | 72 |
|
|
2023
Q1 | $603K | Buy |
1,969
+7
| +0.4% | +$2.15K | 0.36% | 49 |
|
|
2022
Q4 | $611K | Buy |
1,962
+51
| +3% | +$15.9K | 0.44% | 44 |
|
|
2022
Q3 | $481K | Hold |
1,911
| – | – | 0.37% | 50 |
|
|
2022
Q2 | $454K | Sell |
1,911
-61
| -3% | -$14.5K | 0.32% | 64 |
|
|
2022
Q1 | $592K | Sell |
1,972
-36
| -2% | -$10.8K | 0.34% | 55 |
|
|
2021
Q4 | $606K | Buy |
2,008
+48
| +2% | +$14.5K | 0.33% | 56 |
|
|
2021
Q3 | $519K | Buy |
1,960
+19
| +1% | +$5.03K | 0.3% | 59 |
|
|
2021
Q2 | $482K | Hold |
1,941
| – | – | 0.27% | 57 |
|
|
2021
Q1 | $437K | Sell |
1,941
-48
| -2% | -$10.8K | 0.28% | 56 |
|
|
2020
Q4 | $387K | Buy |
1,989
+24
| +1% | +$4.67K | 0.24% | 67 |
|
|
2020
Q3 | $302K | Buy |
1,965
+30
| +2% | +$4.61K | 0.22% | 71 |
|
|
2020
Q2 | $290K | Sell |
1,935
-935
| -33% | -$140K | 0.2% | 76 |
|
|
2020
Q1 | $385K | Buy |
2,870
+1,632
| +132% | +$219K | 0.16% | 97 |
|
|
2019
Q4 | $218K | Buy |
+1,238
| New | +$218K | 0.19% | 93 |
|