Bank Julius Baer & Co’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 | $6.42M | Buy |
12,031
+11,982
| +24,453% | +$6.4M | 0.02% | 216 |
|
|
2025
Q1 | $26.6K | Buy |
+49
| New | +$26.6K | ﹤0.01% | 570 |
|
|
2023
Q4 | – | Sell |
-445
| Closed | -$147K | – | 541 |
|
|
2023
Q3 | $147K | Buy |
445
+11
| +3% | +$3.63K | ﹤0.01% | 400 |
|
|
2023
Q2 | $144K | Sell |
434
-600
| -58% | -$199K | ﹤0.01% | 434 |
|
|
2023
Q1 | $317K | Buy |
1,034
+343
| +50% | +$105K | ﹤0.01% | 391 |
|
|
2022
Q4 | $215K | Buy |
691
+414
| +149% | +$129K | ﹤0.01% | 415 |
|
|
2022
Q3 | $70K | Sell |
277
-479
| -63% | -$121K | ﹤0.01% | 487 |
|
|
2022
Q2 | $180K | Sell |
756
-311
| -29% | -$74K | ﹤0.01% | 415 |
|
|
2022
Q1 | $321K | Buy |
1,067
+766
| +254% | +$230K | ﹤0.01% | 377 |
|
|
2021
Q4 | $91K | Buy |
301
+101
| +51% | +$30.5K | ﹤0.01% | 609 |
|
|
2021
Q3 | $53K | Sell |
200
-1
| -0.5% | -$265 | ﹤0.01% | 667 |
|
|
2021
Q2 | $50K | Buy |
+201
| New | +$50K | ﹤0.01% | 680 |
|