Cerro Pacific Wealth Advisors’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $336K | Buy |
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|
2025
Q1 | $334K | Buy |
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|
2024
Q4 | $271K | Buy |
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|
2024
Q3 | $238K | Hold |
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|
2024
Q2 | $238K | Buy |
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|
2023
Q1 | $295K | Sell |
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|
2022
Q4 | $865K | Buy |
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|
2022
Q3 | $691K | Buy |
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|
2022
Q2 | $637K | Sell |
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|
2022
Q1 | $1.14M | Buy |
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|
2021
Q4 | $1.13M | Buy |
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|
2021
Q3 | $870K | Buy |
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|
2021
Q2 | $593K | Buy |
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