Accel Wealth Management’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $773K | Buy |
1,449
+26
| +2% | +$13.9K | 0.26% | 90 |
|
|
2025
Q1 | $689K | Buy |
1,423
+8
| +0.6% | +$3.87K | 0.25% | 93 |
|
|
2024
Q4 | $754K | Sell |
1,415
-273
| -16% | -$145K | 0.29% | 87 |
|
|
2024
Q3 | $793K | Sell |
1,688
-7
| -0.4% | -$3.29K | 0.3% | 83 |
|
|
2024
Q2 | $724K | Buy |
1,695
+213
| +14% | +$91K | 0.29% | 88 |
|
|
2024
Q1 | $650K | Sell |
1,482
-95
| -6% | -$41.7K | 0.28% | 87 |
|
|
2023
Q4 | $599K | Buy |
1,577
+35
| +2% | +$13.3K | 0.3% | 86 |
|
|
2023
Q3 | $508K | Sell |
1,542
-16
| -1% | -$5.27K | 0.28% | 89 |
|
|
2023
Q2 | $518K | Buy |
1,558
+17
| +1% | +$5.65K | 0.28% | 89 |
|
|
2023
Q1 | $472K | Sell |
1,541
-75
| -5% | -$23K | 0.19% | 124 |
|
|
2022
Q4 | $503K | Buy |
1,616
+6
| +0.4% | +$1.87K | 0.24% | 85 |
|
|
2022
Q3 | $447K | Buy |
1,610
+6
| +0.4% | +$1.67K | 0.24% | 91 |
|
|
2022
Q2 | $369K | Sell |
1,604
-3
| -0.2% | -$690 | 0.21% | 98 |
|
|
2022
Q1 | $478K | Sell |
1,607
-95
| -6% | -$28.3K | 0.25% | 84 |
|
|
2021
Q4 | $513K | Buy |
1,702
+18
| +1% | +$5.43K | 0.25% | 76 |
|
|
2021
Q3 | $445K | Sell |
1,684
-132
| -7% | -$34.9K | 0.29% | 71 |
|
|
2021
Q2 | $452K | Buy |
1,816
+7
| +0.4% | +$1.74K | 0.3% | 74 |
|
|
2021
Q1 | $421K | Buy |
1,809
+7
| +0.4% | +$1.63K | 0.34% | 64 |
|
|
2020
Q4 | $350K | Buy |
+1,802
| New | +$350K | 0.33% | 65 |
|