BA
Bellwether Advisors’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.21M | Sell |
6,011
-2,400
| -29% | -$1.28M | 0.55% | 40 |
|
|
2025
Q1 | $4.07M | Sell |
8,411
-5,801
| -41% | -$2.81M | 0.85% | 27 |
|
|
2024
Q4 | $7.57M | Sell |
14,212
-427
| -3% | -$227K | 1.35% | 16 |
|
|
2024
Q3 | $6.88M | Buy |
+14,639
| New | +$6.88M | 1.32% | 18 |
|
|
2023
Q4 | – | Sell |
-4,412
| Closed | -$1.45M | – | 114 |
|
|
2023
Q3 | $1.45M | Buy |
+4,412
| New | +$1.45M | 0.4% | 55 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 491 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 452 |
|
|
2022
Q1 | – | Sell |
-2,120
| Closed | -$639K | – | 546 |
|
|
2021
Q4 | $639K | Buy |
+2,120
| New | +$639K | 0.2% | 79 |
|
|
2021
Q3 | – | Sell |
-3,912
| Closed | -$973K | – | 543 |
|
|
2021
Q2 | $973K | Buy |
3,912
+3,905
| +55,786% | +$971K | 0.34% | 65 |
|
|
2021
Q1 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 358 |
|