Annis Gardner Whiting Capital Advisors’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 | $84.9K | Buy |
159
+70
| +79% | +$37.4K | 0.03% | 330 |
|
|
2025
Q1 | $43.1K | Buy |
89
+2
| +2% | +$968 | 0.02% | 370 |
|
|
2024
Q4 | $46.3K | Sell |
87
-3
| -3% | -$1.6K | 0.01% | 352 |
|
|
2024
Q3 | $42.3K | Sell |
90
-315
| -78% | -$148K | 0.01% | 383 |
|
|
2024
Q2 | $173K | Buy |
405
+9
| +2% | +$3.85K | 0.05% | 226 |
|
|
2024
Q1 | $174K | Buy |
396
+327
| +474% | +$143K | 0.06% | 202 |
|
|
2023
Q4 | $26.2K | Buy |
69
+2
| +3% | +$760 | 0.01% | 367 |
|
|
2023
Q3 | $22.1K | Buy |
+67
| New | +$22.1K | 0.01% | 376 |
|