BWAM
Boyd Watterson Asset Management’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Buy |
474
+24
| +5% | +$12.8K | 0.08% | 121 |
|
|
2025
Q1 | $218K | Hold |
450
| – | – | 0.07% | 129 |
|
|
2024
Q4 | $240K | Sell |
450
-4
| -0.9% | -$2.13K | 0.07% | 124 |
|
|
2024
Q3 | $213K | Sell |
454
-3
| -0.7% | -$1.41K | 0.06% | 126 |
|
|
2024
Q2 | $195K | Hold |
457
| – | – | 0.06% | 125 |
|
|
2024
Q1 | $200K | Sell |
457
-1
| -0.2% | -$439 | 0.07% | 125 |
|
|
2023
Q4 | $174K | Sell |
458
-6
| -1% | -$2.28K | 0.07% | 130 |
|
|
2023
Q3 | $153K | Hold |
464
| – | – | 0.07% | 129 |
|
|
2023
Q2 | $154K | Buy |
464
+3
| +0.7% | +$996 | 0.06% | 128 |
|
|
2023
Q1 | $141K | Buy |
461
+4
| +0.9% | +$1.23K | 0.06% | 138 |
|
|
2022
Q4 | $142K | Buy |
+457
| New | +$142K | 0.06% | 142 |
|