Copperwynd Financial’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
$1.34M Sell
2,502
-28
-1% -$14.9K 0.33% 53
2025
Q1
$1.22M Sell
2,530
-2
-0.1% -$968 0.34% 56
2024
Q4
$1.35M Buy
2,532
+80
+3% +$42.6K 0.37% 48
2024
Q3
$1.15M Buy
2,452
+25
+1% +$11.7K 0.35% 48
2024
Q2
$1.04M Buy
2,427
+118
+5% +$50.8K 0.34% 43
2024
Q1
$1.01M Sell
2,309
-75
-3% -$32.9K 0.36% 45
2023
Q4
$905K Sell
2,384
-37
-2% -$14.1K 0.36% 43
2023
Q3
$798K Sell
2,421
-93
-4% -$30.7K 0.37% 45
2023
Q2
$835K Sell
2,514
-19
-0.8% -$6.31K 0.39% 50
2023
Q1
$776K Sell
2,533
-36
-1% -$11K 0.4% 51
2022
Q4
$800K Sell
2,569
-98
-4% -$30.5K 0.45% 51
2022
Q3
$672K Sell
2,667
-115
-4% -$29K 0.39% 51
2022
Q2
$661K Sell
2,782
-37
-1% -$8.79K 0.39% 55
2022
Q1
$847K Sell
2,819
-8
-0.3% -$2.4K 0.35% 47
2021
Q4
$853K Sell
2,827
-30
-1% -$9.05K 0.32% 49
2021
Q3
$755K Sell
2,857
-5
-0.2% -$1.32K 0.31% 52
2021
Q2
$712K Sell
2,862
-24
-0.8% -$5.97K 0.3% 51
2021
Q1
$671K Sell
2,886
-171
-6% -$39.8K 0.3% 49
2020
Q4
$594K Sell
3,057
-192
-6% -$37.3K 0.29% 56
2020
Q3
$501K Sell
3,249
-144
-4% -$22.2K 0.27% 60
2020
Q2
$509K Sell
3,393
-328
-9% -$49.2K 0.29% 52
2020
Q1
$381K Sell
3,721
-159
-4% -$16.3K 0.18% 58
2019
Q4
$646K Buy
3,880
+117
+3% +$19.5K 0.34% 54
2019
Q3
$594K Buy
3,763
+457
+14% +$72.1K 0.34% 59
2019
Q2
$480K Buy
3,306
+101
+3% +$14.7K 0.28% 60
2019
Q1
$411K Buy
3,205
+198
+7% +$25.4K 0.25% 72
2018
Q4
$314K Buy
3,007
+44
+1% +$4.6K 0.19% 71
2018
Q3
$438K Buy
2,963
+129
+5% +$19.1K 0.27% 61
2018
Q2
$396K Buy
2,834
+74
+3% +$10.3K 0.28% 62
2018
Q1
$408K Buy
2,760
+217
+9% +$32.1K 0.28% 55
2017
Q4
$431K Buy
+2,543
New +$431K 0.31% 50