Caldwell Trust’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Sell |
4,144
-61
|
|
||||
|
2025
Q1 | $2.04M | Buy |
4,205
+662
|
|
||||
|
2024
Q4 | $1.89M | Buy |
3,543
+608
|
|
||||
|
2024
Q3 | $1.38M | Buy |
2,935
+562
|
|
||||
|
2024
Q2 | $1.01M | Buy |
2,373
+559
|
|
||||
|
2024
Q1 | $795K | Buy |
1,814
+807
|
|
||||
|
2023
Q4 | $382K | Buy |
1,007
+165
|
|
||||
|
2023
Q3 | $278K | Buy |
842
+376
|
|
||||
|
2023
Q2 | $155K | Buy |
466
+8
|
|
||||
|
2023
Q1 | $140K | Buy |
458
+9
|
|
||||
|
2022
Q4 | $140K | Hold |
449
|
|
||||
|
2022
Q3 | $113K | Hold |
449
|
|
||||
|
2022
Q2 | $107K | Hold |
449
|
|
||||
|
2022
Q1 | $135K | Sell |
449
-1
|
|
||||
|
2021
Q4 | $136K | Buy |
450
+15
|
|
||||
|
2021
Q3 | $115K | Hold |
435
|
|
||||
|
2021
Q2 | $108K | Sell |
435
-17
|
|
||||
|
2021
Q1 | $105K | Sell |
452
-1,626
|
|
||||
|
2020
Q4 | $404K | Sell |
2,078
-1
|
|
||||
|
2020
Q3 | $320K | Sell |
2,079
-1,948
|
|
||||
|
2020
Q2 | $604K | Hold |
4,027
|
|
||||
|
2020
Q1 | $413K | Hold |
4,027
|
|
||||
|
2019
Q4 | $671K | Buy |
+4,027
|
|