CWM
Cedar Wealth Management’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7K | Hold |
20
| – | – | ﹤0.01% | 154 |
|
|
2025
Q1 | $9.68K | Hold |
20
| – | – | ﹤0.01% | 146 |
|
|
2024
Q4 | $10.6K | Hold |
20
| – | – | ﹤0.01% | 142 |
|
|
2024
Q3 | $9.4K | Hold |
20
| – | – | ﹤0.01% | 220 |
|
|
2024
Q2 | $8.54K | Hold |
20
| – | – | ﹤0.01% | 238 |
|
|
2024
Q1 | $8.77K | Hold |
20
| – | – | ﹤0.01% | 258 |
|
|
2023
Q4 | $7.6K | Sell |
20
-10
| -33% | -$3.8K | ﹤0.01% | 229 |
|
|
2023
Q3 | $9.89K | Hold |
30
| – | – | ﹤0.01% | 229 |
|
|
2023
Q2 | $9.97K | Hold |
30
| – | – | ﹤0.01% | 241 |
|
|
2023
Q1 | $9.2K | Hold |
30
| – | – | ﹤0.01% | 234 |
|
|
2022
Q4 | $9.34K | Hold |
30
| – | – | ﹤0.01% | 230 |
|
|
2022
Q3 | $8K | Sell |
30
-3
| -9% | -$800 | ﹤0.01% | 261 |
|
|
2022
Q2 | $8K | Hold |
33
| – | – | ﹤0.01% | 269 |
|
|
2022
Q1 | $10K | Hold |
33
| – | – | ﹤0.01% | 289 |
|
|
2021
Q4 | $10K | Buy |
33
+12
| +57% | +$3.64K | ﹤0.01% | 286 |
|
|
2021
Q3 | $6K | Hold |
21
| – | – | ﹤0.01% | 241 |
|
|
2021
Q2 | $5K | Sell |
21
-7
| -25% | -$1.67K | ﹤0.01% | 251 |
|
|
2021
Q1 | $7K | Hold |
28
| – | – | ﹤0.01% | 215 |
|
|
2020
Q4 | $5K | Buy |
+28
| New | +$5K | ﹤0.01% | 211 |
|
|
2018
Q3 | – | Sell |
-24
| Closed | -$3K | – | 177 |
|
|
2018
Q2 | $3K | Buy |
+24
| New | +$3K | ﹤0.01% | 184 |
|