CTWM
Cherry Tree Wealth Management’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Sell |
489
-32
| -6% | -$17.1K | 0.06% | 141 |
|
|
2025
Q1 | $252K | Hold |
521
| – | – | 0.06% | 145 |
|
|
2024
Q4 | $277K | Hold |
521
| – | – | 0.07% | 138 |
|
|
2024
Q3 | $245K | Hold |
521
| – | – | 0.06% | 150 |
|
|
2024
Q2 | $223K | Buy |
521
+32
| +7% | +$13.7K | 0.06% | 152 |
|
|
2024
Q1 | $214K | Hold |
489
| – | – | 0.05% | 154 |
|
|
2023
Q4 | $186K | Hold |
489
| – | – | 0.05% | 154 |
|
|
2023
Q3 | $161K | Hold |
489
| – | – | 0.05% | 152 |
|
|
2023
Q2 | $162K | Buy |
+489
| New | +$162K | 0.05% | 153 |
|