Berkshire Asset 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 | $706K | Buy |
1,322
+75
| +6% | +$40K | 0.03% | 163 |
|
2025
Q1 | $610K | Sell |
1,247
-210
| -14% | -$103K | 0.03% | 170 |
|
2024
Q4 | $821K | Sell |
1,457
-64
| -4% | -$36.1K | 0.04% | 155 |
|
2024
Q3 | $650K | Hold |
1,521
| – | – | 0.03% | 158 |
|
2024
Q2 | $650K | Buy |
1,521
+492
| +48% | +$210K | 0.03% | 159 |
|
2024
Q1 | $451K | Sell |
1,029
-18
| -2% | -$7.89K | 0.02% | 171 |
|
2023
Q4 | $398K | Buy |
1,047
+18
| +2% | +$6.84K | 0.02% | 173 |
|
2023
Q3 | $339K | Hold |
1,029
| – | – | 0.02% | 177 |
|
2023
Q2 | $342K | Buy |
1,029
+118
| +13% | +$39.2K | 0.02% | 176 |
|
2023
Q1 | $279K | Buy |
+911
| New | +$279K | 0.02% | 195 |
|
2022
Q4 | – | Sell |
-911
| Closed | -$230K | – | 143 |
|
2022
Q3 | $230K | Buy |
+911
| New | +$230K | 0.02% | 197 |
|
2022
Q2 | – | Sell |
-750
| Closed | -$225K | – | 223 |
|
2022
Q1 | $225K | Hold |
750
| – | – | 0.01% | 190 |
|
2021
Q4 | $226K | Buy |
+750
| New | +$226K | 0.01% | 223 |
|
2019
Q4 | – | Sell |
-1,492
| Closed | -$219K | – | 199 |
|
2019
Q3 | $219K | Hold |
1,492
| – | – | 0.02% | 195 |
|
2019
Q2 | $217K | Sell |
1,492
-119
| -7% | -$17.3K | 0.02% | 195 |
|
2019
Q1 | $206K | Buy |
+1,611
| New | +$206K | 0.02% | 216 |
|
2018
Q4 | – | Sell |
-1,553
| Closed | -$229K | – | 210 |
|
2018
Q3 | $229K | Buy |
+1,553
| New | +$229K | 0.02% | 207 |
|