Congress 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 | $3.37M | Buy |
6,314
+453
| +8% | +$242K | 0.03% | 459 |
|
|
2025
Q1 | $2.85M | Buy |
5,861
+722
| +14% | +$351K | 0.03% | 425 |
|
|
2024
Q4 | $2.74M | Buy |
5,139
+447
| +10% | +$238K | 0.04% | 365 |
|
|
2024
Q3 | $2.2M | Buy |
4,692
+2,962
| +171% | +$1.39M | 0.03% | 409 |
|
|
2024
Q2 | $739K | Buy |
1,730
+113
| +7% | +$48.3K | 0.01% | 472 |
|
|
2024
Q1 | $709K | Buy |
1,617
+65
| +4% | +$28.5K | 0.01% | 408 |
|
|
2023
Q4 | $589K | Buy |
1,552
+23
| +2% | +$8.74K | 0.01% | 444 |
|
|
2023
Q3 | $504K | Sell |
1,529
-1
| -0.1% | -$330 | 0.01% | 458 |
|
|
2023
Q2 | $508K | Sell |
1,530
-20
| -1% | -$6.64K | 0.01% | 413 |
|
|
2023
Q1 | $475K | Buy |
1,550
+21
| +1% | +$6.44K | 0.01% | 423 |
|
|
2022
Q4 | $476K | Sell |
1,529
-7
| -0.5% | -$2.18K | 0.01% | 411 |
|
|
2022
Q3 | $387K | Hold |
1,536
| – | – | 0.01% | 433 |
|
|
2022
Q2 | $365K | Sell |
1,536
-183
| -11% | -$43.5K | 0.01% | 442 |
|
|
2022
Q1 | $516K | Sell |
1,719
-42
| -2% | -$12.6K | 0.01% | 442 |
|
|
2021
Q4 | $532K | Buy |
+1,761
| New | +$532K | 0.01% | 453 |
|