Burke & Herbert Bank & Trust’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $400K | Hold |
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|
2025
Q1 | $363K | Hold |
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|
2024
Q4 | $399K | Hold |
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|
2024
Q3 | $352K | Sell |
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|
2024
Q2 | $321K | Hold |
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|
2024
Q1 | $330K | Hold |
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|
2023
Q4 | $286K | Hold |
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|
2023
Q3 | $248K | Hold |
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|
2023
Q2 | $250K | Hold |
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|
2023
Q1 | $230K | Hold |
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|
2022
Q4 | $234K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $226K | Hold |
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|
2021
Q4 | $227K | Sell |
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|
2021
Q3 | $219K | Hold |
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|
2021
Q2 | $207K | Buy |
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