Chesapeake Wealth Management’s Ameriprise Financial AMP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$328K Sell
615
-10
-2% -$5.34K 0.11% 126
2025
Q1
$303K Sell
625
-10
-2% -$4.84K 0.11% 130
2024
Q4
$338K Sell
635
-15
-2% -$7.99K 0.12% 126
2024
Q3
$305K Sell
650
-54
-8% -$25.4K 0.1% 131
2024
Q2
$301K Sell
704
-36
-5% -$15.4K 0.11% 128
2024
Q1
$324K Sell
740
-50
-6% -$21.9K 0.12% 125
2023
Q4
$300K Sell
790
-60
-7% -$22.8K 0.12% 127
2023
Q3
$280K Sell
850
-75
-8% -$24.7K 0.12% 128
2023
Q2
$307K Sell
925
-60
-6% -$19.9K 0.12% 126
2023
Q1
$302K Sell
985
-60
-6% -$18.4K 0.13% 130
2022
Q4
$325K Sell
1,045
-40
-4% -$12.5K 0.14% 128
2022
Q3
$273K Hold
1,085
0.12% 141
2022
Q2
$258K Sell
1,085
-45
-4% -$10.7K 0.11% 153
2022
Q1
$339K Sell
1,130
-25
-2% -$7.5K 0.12% 143
2021
Q4
$348K Hold
1,155
0.12% 151
2021
Q3
$305K Sell
1,155
-95
-8% -$25.1K 0.11% 159
2021
Q2
$311K Sell
1,250
-250
-17% -$62.2K 0.1% 176
2021
Q1
$349K Sell
1,500
-132
-8% -$30.7K 0.12% 165
2020
Q4
$318K Sell
1,632
-195
-11% -$38K 0.11% 172
2020
Q3
$282K Sell
1,827
-10
-0.5% -$1.54K 0.11% 173
2020
Q2
$276K Sell
1,837
-282
-13% -$42.4K 0.11% 172
2020
Q1
$217K Sell
2,119
-118
-5% -$12.1K 0.1% 170
2019
Q4
$373K Sell
2,237
-43
-2% -$7.17K 0.14% 139
2019
Q3
$335K Sell
2,280
-50
-2% -$7.35K 0.14% 146
2019
Q2
$338K Sell
2,330
-200
-8% -$29K 0.14% 148
2019
Q1
$324K Sell
2,530
-110
-4% -$14.1K 0.14% 151
2018
Q4
$275K Sell
2,640
-1,300
-33% -$135K 0.14% 150
2018
Q3
$582K Sell
3,940
-560
-12% -$82.7K 0.26% 96
2018
Q2
$629K Sell
4,500
-1,045
-19% -$146K 0.29% 92
2018
Q1
$821K Buy
+5,545
New +$821K 0.38% 74