Aries Wealth Management’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 | $577K | Hold |
1,082
| – | – | 0.15% | 128 |
|
|
2025
Q1 | $524K | Hold |
1,082
| – | – | 0.14% | 133 |
|
|
2024
Q4 | $576K | Sell |
1,082
-300
| -22% | -$160K | 0.16% | 129 |
|
|
2024
Q3 | $649K | Buy |
+1,382
| New | +$649K | 0.18% | 117 |
|
|
2019
Q3 | – | Sell |
-1,438
| Closed | -$216K | – | 159 |
|
|
2019
Q2 | $216K | Buy |
+1,438
| New | +$216K | 0.15% | 140 |
|
|
2018
Q4 | – | Sell |
-1,507
| Closed | -$223K | – | 115 |
|
|
2018
Q3 | $223K | Hold |
1,507
| – | – | 0.2% | 115 |
|
|
2018
Q2 | $220K | Sell |
1,507
-147
| -9% | -$21.5K | 0.2% | 117 |
|
|
2018
Q1 | $239K | Hold |
1,654
| – | – | 0.23% | 104 |
|
|
2017
Q4 | $296K | Buy |
+1,654
| New | +$296K | 0.27% | 92 |
|