Congress Wealth Management’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 | $3.37M | Buy |
|
|||||
|
2025
Q1 | $2.85M | Buy |
|
|||||
|
2024
Q4 | $2.74M | Buy |
|
|||||
|
2024
Q3 | $2.2M | Buy |
|
|||||
|
2024
Q2 | $739K | Buy |
|
|||||
|
2024
Q1 | $709K | Buy |
|
|||||
|
2023
Q4 | $589K | Buy |
|
|||||
|
2023
Q3 | $504K | Sell |
|
|||||
|
2023
Q2 | $508K | Sell |
|
|||||
|
2023
Q1 | $475K | Buy |
|
|||||
|
2022
Q4 | $476K | Sell |
|
|||||
|
2022
Q3 | $387K | Hold |
|
|||||
|
2022
Q2 | $365K | Sell |
|
|||||
|
2022
Q1 | $516K | Sell |
|
|||||
|
2021
Q4 | $532K | Buy |
|