Bar Harbor 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 | $244K | Hold |
457
| – | – | 0.02% | 228 |
|
|
2025
Q1 | $221K | Buy |
457
+8
| +2% | +$3.87K | 0.01% | 234 |
|
|
2024
Q4 | $239K | Hold |
449
| – | – | 0.02% | 229 |
|
|
2024
Q3 | $211K | Buy |
+449
| New | +$211K | 0.01% | 256 |
|
|
2018
Q1 | – | Sell |
-2,339
| Closed | -$397K | – | 306 |
|
|
2017
Q4 | $397K | Buy |
2,339
+844
| +56% | +$143K | 0.05% | 217 |
|
|
2017
Q3 | $222K | Sell |
1,495
-311
| -17% | -$46.2K | 0.03% | 279 |
|
|
2017
Q2 | $230K | Sell |
1,806
-637
| -26% | -$81.1K | 0.03% | 288 |
|
|
2017
Q1 | $317K | Buy |
+2,443
| New | +$317K | 0.04% | 250 |
|