Baker Tilly 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 | $269K | Buy |
503
+2
| +0.4% | +$1.07K | 0.1% | 198 |
|
|
2025
Q1 | $243K | Buy |
501
+4
| +0.8% | +$1.94K | 0.1% | 210 |
|
|
2024
Q4 | $265K | Sell |
497
-16
| -3% | -$8.52K | 0.1% | 199 |
|
|
2024
Q3 | $241K | Sell |
513
-316
| -38% | -$148K | 0.11% | 209 |
|
|
2024
Q2 | $354K | Sell |
829
-613
| -43% | -$262K | 0.14% | 169 |
|
|
2024
Q1 | $632K | Sell |
1,442
-28
| -2% | -$12.3K | 0.11% | 197 |
|
|
2023
Q4 | $558K | Sell |
1,470
-177
| -11% | -$67.2K | 0.09% | 256 |
|
|
2023
Q3 | $543K | Sell |
1,647
-2,587
| -61% | -$853K | 0.09% | 236 |
|
|
2023
Q2 | $1.41M | Sell |
4,234
-236
| -5% | -$78.4K | 0.15% | 153 |
|
|
2023
Q1 | $1.37M | Buy |
4,470
+1,920
| +75% | +$588K | 0.15% | 143 |
|
|
2022
Q4 | $794K | Sell |
2,550
-24
| -0.9% | -$7.47K | 0.1% | 229 |
|
|
2022
Q3 | $649K | Sell |
2,574
-84
| -3% | -$21.2K | 0.09% | 240 |
|
|
2022
Q2 | $632K | Buy |
2,658
+17
| +0.6% | +$4.04K | 0.08% | 250 |
|
|
2022
Q1 | $793K | Sell |
2,641
-182
| -6% | -$54.6K | 0.09% | 231 |
|
|
2021
Q4 | $852K | Buy |
2,823
+92
| +3% | +$27.8K | 0.09% | 237 |
|
|
2021
Q3 | $721K | Buy |
2,731
+201
| +8% | +$53.1K | 0.1% | 234 |
|
|
2021
Q2 | $630K | Buy |
2,530
+161
| +7% | +$40.1K | 0.1% | 224 |
|
|
2021
Q1 | $551K | Buy |
+2,369
| New | +$551K | 0.11% | 220 |
|