Cambridge Trust’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $446K | Buy |
1,017
+5
| +0.5% | +$2.19K | 0.02% | 200 |
|
|
2023
Q4 | $384K | Sell |
1,012
-403
| -28% | -$153K | 0.02% | 209 |
|
|
2023
Q3 | $466K | Sell |
1,415
-40
| -3% | -$13.2K | 0.02% | 191 |
|
|
2023
Q2 | $483K | Sell |
1,455
-198
| -12% | -$65.8K | 0.02% | 193 |
|
|
2023
Q1 | $507K | Buy |
1,653
+82
| +5% | +$25.1K | 0.02% | 188 |
|
|
2022
Q4 | $489K | Sell |
1,571
-163
| -9% | -$50.7K | 0.02% | 199 |
|
|
2022
Q3 | $436K | Sell |
1,734
-279
| -14% | -$70.2K | 0.02% | 203 |
|
|
2022
Q2 | $478K | Sell |
2,013
-225
| -10% | -$53.4K | 0.02% | 208 |
|
|
2022
Q1 | $672K | Sell |
2,238
-1,273
| -36% | -$382K | 0.02% | 188 |
|
|
2021
Q4 | $1.06M | Buy |
3,511
+173
| +5% | +$52.2K | 0.03% | 163 |
|
|
2021
Q3 | $882K | Hold |
3,338
| – | – | 0.03% | 141 |
|
|
2021
Q2 | $831K | Sell |
3,338
-684
| -17% | -$170K | 0.03% | 150 |
|
|
2021
Q1 | $935K | Buy |
4,022
+2,551
| +173% | +$593K | 0.04% | 143 |
|
|
2020
Q4 | $286K | Hold |
1,471
| – | – | 0.01% | 195 |
|
|
2020
Q3 | $227K | Sell |
1,471
-150
| -9% | -$23.1K | 0.01% | 218 |
|
|
2020
Q2 | $248K | Buy |
+1,621
| New | +$248K | 0.01% | 213 |
|
|
2020
Q1 | – | Sell |
-1,319
| Closed | -$220K | – | 230 |
|
|
2019
Q4 | $220K | Buy |
+1,319
| New | +$220K | 0.01% | 256 |
|
|
2018
Q1 | – | Sell |
-1,202
| Closed | -$203K | – | 248 |
|
|
2017
Q4 | $203K | Sell |
1,202
-401
| -25% | -$67.7K | 0.01% | 251 |
|
|
2017
Q3 | $238K | Hold |
1,603
| – | – | 0.02% | 233 |
|
|
2017
Q2 | $205K | Sell |
1,603
-650
| -29% | -$83.1K | 0.01% | 238 |
|
|
2017
Q1 | $292K | Buy |
+2,253
| New | +$292K | 0.02% | 234 |
|
|
2015
Q3 | – | Sell |
-1,611
| Closed | -$201K | – | 216 |
|
|
2015
Q2 | $201K | Hold |
1,611
| – | – | 0.02% | 221 |
|
|
2015
Q1 | $211K | Buy |
+1,611
| New | +$211K | 0.02% | 217 |
|