Baldwin Wealth Partners’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-520
| Closed | -$277K | – | 229 |
|
|
2024
Q4 | $277K | Sell |
520
-769
| -60% | -$409K | 0.02% | 194 |
|
|
2024
Q3 | $606K | Buy |
+1,289
| New | +$606K | 0.04% | 178 |
|
|
2015
Q3 | – | Sell |
-8,758
| Closed | -$1.09M | – | 245 |
|
|
2015
Q2 | $1.09M | Buy |
8,758
+80
| +0.9% | +$9.99K | 0.16% | 120 |
|
|
2015
Q1 | $1.14M | Buy |
8,678
+417
| +5% | +$54.5K | 0.17% | 119 |
|
|
2014
Q4 | $1.09M | Buy |
+8,261
| New | +$1.09M | 0.16% | 128 |
|