Cove Private Wealth’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 | $2.64M | Buy |
4,955
+55
| +1% | +$29.4K | 0.93% | 24 |
|
|
2025
Q1 | $2.37M | Hold |
4,900
| – | – | 1.25% | 18 |
|
|
2024
Q4 | $2.61M | Sell |
4,900
-223
| -4% | -$119K | 1.57% | 13 |
|
|
2024
Q3 | $2.41M | Hold |
5,123
| – | – | 1.87% | 12 |
|
|
2024
Q2 | $2.19M | Hold |
5,123
| – | – | 1.75% | 14 |
|
|
2024
Q1 | $2.25M | Sell |
5,123
-523
| -9% | -$229K | 1.92% | 13 |
|
|
2023
Q4 | $2.14M | Buy |
+5,646
| New | +$2.14M | 2.03% | 12 |
|