Buckingham Strategic Wealth’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $4.69M | Buy |
10,976
+331
| +3% | +$141K | 0.05% | 149 |
|
|
2024
Q1 | $4.67M | Buy |
10,645
+171
| +2% | +$75K | 0.05% | 155 |
|
|
2023
Q4 | $3.98M | Buy |
10,474
+7,947
| +314% | +$3.02M | 0.05% | 157 |
|
|
2023
Q3 | $833K | Buy |
2,527
+127
| +5% | +$41.9K | 0.01% | 320 |
|
|
2023
Q2 | $797K | Sell |
2,400
-131
| -5% | -$43.5K | 0.01% | 328 |
|
|
2023
Q1 | $788K | Hold |
2,531
| – | – | 0.01% | 302 |
|
|
2022
Q4 | $788K | Sell |
2,531
-121
| -5% | -$37.7K | 0.01% | 303 |
|
|
2022
Q3 | $668K | Buy |
2,652
+113
| +4% | +$28.5K | 0.01% | 308 |
|
|
2022
Q2 | $603K | Buy |
2,539
+10
| +0.4% | +$2.38K | 0.01% | 330 |
|
|
2022
Q1 | $760K | Buy |
2,529
+44
| +2% | +$13.2K | 0.02% | 289 |
|
|
2021
Q4 | $750K | Buy |
2,485
+114
| +5% | +$34.4K | 0.01% | 297 |
|
|
2021
Q3 | $626K | Hold |
2,371
| – | – | 0.01% | 316 |
|
|
2021
Q2 | $590K | Buy |
2,371
+9
| +0.4% | +$2.24K | 0.01% | 323 |
|
|
2021
Q1 | $549K | Buy |
2,362
+90
| +4% | +$20.9K | 0.03% | 310 |
|
|
2020
Q4 | $442K | Buy |
2,272
+445
| +24% | +$86.6K | 0.02% | 341 |
|
|
2020
Q3 | $282K | Buy |
1,827
+1
| +0.1% | +$154 | 0.02% | 381 |
|
|
2020
Q2 | $274K | Sell |
1,826
-208
| -10% | -$31.2K | 0.03% | 328 |
|
|
2020
Q1 | $208K | Sell |
2,034
-133
| -6% | -$13.6K | 0.02% | 417 |
|
|
2019
Q4 | $361K | Buy |
2,167
+743
| +52% | +$124K | 0.03% | 311 |
|
|
2019
Q3 | $209K | Sell |
1,424
-18
| -1% | -$2.64K | 0.02% | 399 |
|
|
2019
Q2 | $209K | Buy |
+1,442
| New | +$209K | 0.02% | 412 |
|