Carson Wealth (CWM LLC)’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.13M | Sell |
5,856
-497
| -8% | -$265K | 0.01% | 763 |
|
|
2025
Q1 | $3.08M | Buy |
6,353
+1,833
| +41% | +$888K | 0.01% | 677 |
|
|
2024
Q4 | $2.41M | Buy |
4,520
+1,610
| +55% | +$857K | 0.01% | 713 |
|
|
2024
Q3 | $1.37M | Sell |
2,910
-224
| -7% | -$105K | 0.01% | 863 |
|
|
2024
Q2 | $1.34M | Buy |
3,134
+6
| +0.2% | +$2.56K | 0.01% | 761 |
|
|
2024
Q1 | $1.37M | Sell |
3,128
-173
| -5% | -$75.9K | 0.01% | 733 |
|
|
2023
Q4 | $1.25M | Buy |
3,301
+868
| +36% | +$330K | 0.01% | 714 |
|
|
2023
Q3 | $802K | Buy |
2,433
+69
| +3% | +$22.7K | ﹤0.01% | 825 |
|
|
2023
Q2 | $785K | Buy |
2,364
+235
| +11% | +$78K | ﹤0.01% | 793 |
|
|
2023
Q1 | $653K | Sell |
2,129
-21
| -1% | -$6.44K | ﹤0.01% | 801 |
|
|
2022
Q4 | $669K | Buy |
2,150
+295
| +16% | +$91.8K | ﹤0.01% | 714 |
|
|
2022
Q3 | $467K | Buy |
1,855
+97
| +6% | +$24.4K | ﹤0.01% | 760 |
|
|
2022
Q2 | $418K | Buy |
1,758
+512
| +41% | +$122K | ﹤0.01% | 783 |
|
|
2022
Q1 | $374K | Buy |
1,246
+432
| +53% | +$130K | ﹤0.01% | 809 |
|
|
2021
Q4 | $246K | Buy |
+814
| New | +$246K | ﹤0.01% | 934 |
|
|
2021
Q2 | $144K | Hold |
577
| – | – | ﹤0.01% | 1006 |
|
|
2021
Q1 | $144K | Hold |
577
| – | – | ﹤0.01% | 1006 |
|
|
2020
Q4 | $144K | Hold |
577
| – | – | ﹤0.01% | 1006 |
|
|
2020
Q3 | $144K | Hold |
577
| – | – | ﹤0.01% | 1006 |
|
|
2020
Q2 | $144K | Hold |
577
| – | – | ﹤0.01% | 1006 |
|
|
2020
Q1 | $144K | Hold |
577
| – | – | ﹤0.01% | 1006 |
|
|
2019
Q4 | $144K | Hold |
577
| – | – | ﹤0.01% | 1006 |
|
|
2019
Q3 | $144K | Hold |
577
| – | – | ﹤0.01% | 1006 |
|
|
2019
Q2 | $144K | Hold |
577
| – | – | ﹤0.01% | 1006 |
|
|
2019
Q1 | $144K | Buy |
577
+87
| +18% | +$21.7K | ﹤0.01% | 1006 |
|
|
2018
Q4 | $51K | Sell |
490
-346
| -41% | -$36K | ﹤0.01% | 873 |
|
|
2018
Q3 | $123K | Buy |
836
+231
| +38% | +$34K | ﹤0.01% | 584 |
|
|
2018
Q2 | $85K | Sell |
605
-30
| -5% | -$4.22K | ﹤0.01% | 540 |
|
|
2018
Q1 | $94K | Buy |
635
+35
| +6% | +$5.18K | ﹤0.01% | 452 |
|
|
2017
Q4 | $102K | Sell |
600
-10
| -2% | -$1.7K | ﹤0.01% | 424 |
|
|
2017
Q3 | $91K | Buy |
610
+227
| +59% | +$33.9K | ﹤0.01% | 425 |
|
|
2017
Q2 | $49K | Hold |
383
| – | – | ﹤0.01% | 480 |
|
|
2017
Q1 | $50K | Sell |
383
-32
| -8% | -$4.18K | ﹤0.01% | 459 |
|
|
2016
Q4 | $46K | Buy |
415
+382
| +1,158% | +$42.3K | ﹤0.01% | 458 |
|
|
2016
Q3 | $3K | Hold |
33
| – | – | ﹤0.01% | 868 |
|
|
2016
Q2 | $3K | Hold |
33
| – | – | ﹤0.01% | 670 |
|
|
2016
Q1 | $3K | Buy |
+33
| New | +$3K | ﹤0.01% | 641 |
|
|
2014
Q1 | – | Sell |
-270
| Closed | -$31K | – | 153 |
|
|
2013
Q4 | $31K | Buy |
270
+225
| +500% | +$25.8K | ﹤0.01% | 296 |
|
|
2013
Q3 | $4K | Buy |
+45
| New | +$4K | ﹤0.01% | 394 |
|