CPWA
Cerro Pacific Wealth Advisors’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $336K | Buy |
629
+2
| +0.3% | +$1.07K | 0.09% | 123 |
|
|
2025
Q1 | $334K | Buy |
627
+51
| +9% | +$27.2K | 0.11% | 119 |
|
|
2024
Q4 | $271K | Buy |
576
+19
| +3% | +$8.93K | 0.09% | 134 |
|
|
2024
Q3 | $238K | Hold |
557
| – | – | 0.09% | 135 |
|
|
2024
Q2 | $238K | Buy |
+557
| New | +$238K | 0.09% | 136 |
|
|
2023
Q1 | $295K | Sell |
963
-1,817
| -65% | -$557K | 0.16% | 118 |
|
|
2022
Q4 | $865K | Buy |
2,780
+39
| +1% | +$12.1K | 0.46% | 61 |
|
|
2022
Q3 | $691K | Buy |
2,741
+63
| +2% | +$15.9K | 0.42% | 62 |
|
|
2022
Q2 | $637K | Sell |
2,678
-1,131
| -30% | -$269K | 0.4% | 68 |
|
|
2022
Q1 | $1.14M | Buy |
3,809
+71
| +2% | +$21.3K | 0.7% | 32 |
|
|
2021
Q4 | $1.13M | Buy |
3,738
+443
| +13% | +$134K | 0.72% | 33 |
|
|
2021
Q3 | $870K | Buy |
3,295
+914
| +38% | +$241K | 0.63% | 40 |
|
|
2021
Q2 | $593K | Buy |
+2,381
| New | +$593K | 0.44% | 69 |
|