BWA

Burt Wealth Advisors’s Ameriprise Financial AMP Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$565K	Hold	1,059	–	–	0.13%	65
2025 Q1	$513K	Sell	1,059 -2	-0.2%	-$968	0.13%	61
2024 Q4	$565K	Sell	1,061 -50	-5%	-$26.6K	0.14%	59
2024 Q3	$522K	Hold	1,111	–	–	0.13%	63
2024 Q2	$475K	Hold	1,111	–	–	0.13%	62
2024 Q1	$487K	Hold	1,111	–	–	0.12%	66
2023 Q4	$422K	Hold	1,111	–	–	0.12%	67
2023 Q3	$366K	Hold	1,111	–	–	0.11%	65
2023 Q2	$369K	Hold	1,111	–	–	0.11%	70
2023 Q1	$341K	Buy	1,111 +169	+18%	+$51.8K	0.11%	73
2022 Q4	$293K	Buy	+942	New	+$293K	0.1%	82
2021 Q1	–	Sell	-386	Closed	-$75K	–	103
2020 Q4	$75K	Hold	386	–	–	0.03%	152
2020 Q3	$59K	Hold	386	–	–	0.02%	161
2020 Q2	$58K	Hold	386	–	–	0.02%	170
2020 Q1	$40K	Hold	386	–	–	0.02%	179
2019 Q4	$64K	Hold	386	–	–	0.03%	157
2019 Q3	$57K	Hold	386	–	–	0.02%	163
2019 Q2	$56K	Hold	386	–	–	0.02%	159
2019 Q1	$49K	Hold	386	–	–	0.02%	177
2018 Q4	$40K	Hold	386	–	–	0.02%	185
2018 Q3	$57K	Hold	386	–	–	0.03%	176
2018 Q2	$54K	Hold	386	–	–	0.03%	170
2018 Q1	$57K	Hold	386	–	–	0.03%	166
2017 Q4	$65K	Buy	386 +240	+164%	+$40.4K	0.04%	159
2017 Q3	$22K	Hold	146	–	–	0.01%	225
2017 Q2	$18K	Hold	146	–	–	0.01%	255
2017 Q1	$19K	Hold	146	–	–	0.01%	225
2016 Q4	$16K	Hold	146	–	–	0.01%	248
2016 Q3	$14K	Hold	146	–	–	0.01%	241
2016 Q2	$13K	Hold	146	–	–	0.01%	248
2016 Q1	$14K	Hold	146	–	–	0.01%	287
2015 Q4	$15K	Hold	146	–	–	0.01%	236
2015 Q3	$15K	Hold	146	–	–	0.02%	205
2015 Q2	$18K	Hold	146	–	–	0.02%	212
2015 Q1	$19K	Hold	146	–	–	0.02%	195
2014 Q4	$19K	Buy	+146	New	+$19K	0.02%	192