AWA
Aaron Wealth Advisors’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $509K | Buy |
954
+50
| +6% | +$26.7K | 0.05% | 228 |
|
|
2025
Q1 | $438K | Buy |
904
+12
| +1% | +$5.81K | 0.05% | 248 |
|
|
2024
Q4 | $475K | Buy |
892
+73
| +9% | +$38.9K | 0.06% | 212 |
|
|
2024
Q3 | $385K | Buy |
819
+89
| +12% | +$41.8K | 0.05% | 239 |
|
|
2024
Q2 | $312K | Buy |
730
+37
| +5% | +$15.8K | 0.04% | 233 |
|
|
2024
Q1 | $304K | Buy |
693
+56
| +9% | +$24.6K | 0.04% | 222 |
|
|
2023
Q4 | $242K | Buy |
+637
| New | +$242K | 0.04% | 213 |
|
|
2023
Q3 | – | Sell |
-746
| Closed | -$248K | – | 260 |
|
|
2023
Q2 | $248K | Buy |
746
+84
| +13% | +$27.9K | 0.03% | 226 |
|
|
2023
Q1 | $203K | Buy |
+662
| New | +$203K | 0.03% | 244 |
|
|
2022
Q2 | – | Sell |
-94,313
| Closed | -$314K | – | 223 |
|
|
2022
Q1 | $314K | Buy |
+94,313
| New | +$314K | ﹤0.01% | 648 |
|