BWM
Birchcreek Wealth Management’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Sell |
417
-91
| -18% | -$48.6K | 0.13% | 104 |
|
|
2025
Q1 | $246K | Sell |
508
-133
| -21% | -$64.4K | 0.16% | 97 |
|
|
2024
Q4 | $341K | Buy |
641
+103
| +19% | +$54.8K | 0.21% | 91 |
|
|
2024
Q3 | $253K | Sell |
538
-119
| -18% | -$55.9K | 0.17% | 101 |
|
|
2024
Q2 | $281K | Buy |
657
+148
| +29% | +$63.3K | 0.16% | 117 |
|
|
2024
Q1 | $223K | Buy |
+509
| New | +$223K | 0.12% | 142 |
|