Asset Dedication LLC’s Ameriprise Financial AMP Stock Holding History

Asset Dedication LLC’s Portfolio AMP Stock Details AMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$51.8K	Buy	97 +4	+4%	+$2.14K	﹤0.01%	519
2025 Q1	$45K	Sell	93 -60	-39%	-$29K	﹤0.01%	498
2024 Q4	$81.5K	Sell	153 -23	-13%	-$12.2K	0.01%	402
2024 Q3	$82.7K	Buy	176 +75	+74%	+$35.2K	0.01%	434
2024 Q2	$43.1K	Buy	101 +8	+9%	+$3.42K	﹤0.01%	514
2024 Q1	$41K	Sell	93 -16	-15%	-$7.05K	﹤0.01%	475
2023 Q4	$42K	Buy	109 +16	+17%	+$6.17K	﹤0.01%	460
2023 Q3	$30K	Buy	93 +7	+8%	+$2.26K	﹤0.01%	498
2023 Q2	$28K	Hold	86	–	–	﹤0.01%	509
2023 Q1	$27K	Hold	86	–	–	﹤0.01%	500
2022 Q4	$27K	Hold	86	–	–	﹤0.01%	500
2022 Q3	$22K	Hold	86	–	–	﹤0.01%	507
2022 Q2	$21K	Hold	86	–	–	﹤0.01%	276
2022 Q1	$26K	Buy	86 +4	+5%	+$1.21K	﹤0.01%	514
2021 Q4	$25K	Sell	82 -92	-53%	-$28K	﹤0.01%	508
2021 Q3	$46K	Hold	174	–	–	0.01%	418
2021 Q2	$44K	Buy	174 +15	+9%	+$3.79K	0.01%	417
2021 Q1	$37K	Sell	159 -15	-9%	-$3.49K	0.01%	368
2020 Q4	$34K	Hold	174	–	–	0.01%	402
2020 Q3	$26K	Buy	174 +15	+9%	+$2.24K	0.01%	404
2020 Q2	$24K	Hold	159	–	–	0.01%	377
2020 Q1	$16K	Hold	159	–	–	﹤0.01%	419
2019 Q4	$26K	Sell	159 -16	-9%	-$2.62K	0.01%	368
2019 Q3	$26K	Hold	175	–	–	0.01%	354
2019 Q2	$25K	Hold	175	–	–	0.01%	342
2019 Q1	$23K	Hold	175	–	–	0.01%	357
2018 Q4	$19K	Hold	175	–	–	0.01%	364
2018 Q3	$26K	Hold	175	–	–	0.01%	322
2018 Q2	$24K	Hold	175	–	–	0.01%	346
2018 Q1	$26K	Hold	175	–	–	0.01%	290
2017 Q4	$30K	Hold	175	–	–	0.01%	268
2017 Q3	$26K	Hold	175	–	–	0.01%	237
2017 Q2	$23K	Hold	175	–	–	0.01%	249
2017 Q1	$23K	Hold	175	–	–	0.01%	249
2016 Q4	$19K	Hold	175	–	–	0.01%	254
2016 Q3	$18K	Hold	175	–	–	0.01%	261
2016 Q2	$15K	Sell	175 -4	-2%	-$343	0.01%	251
2016 Q1	$17K	Hold	179	–	–	0.01%	252
2015 Q4	$19K	Buy	+179	New	+$19K	0.01%	322