Cyndeo Wealth Partners’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 | $4.25M | Buy |
7,962
+191
| +2% | +$102K | 0.25% | 105 |
|
|
2025
Q1 | $3.76M | Sell |
7,771
-120
| -2% | -$58.1K | 0.25% | 109 |
|
|
2024
Q4 | $4.2M | Buy |
7,891
+115
| +1% | +$61.2K | 0.28% | 98 |
|
|
2024
Q3 | $3.65M | Sell |
7,776
-1,210
| -13% | -$568K | 0.26% | 113 |
|
|
2024
Q2 | $3.84M | Buy |
8,986
+57
| +0.6% | +$24.4K | 0.3% | 95 |
|
|
2024
Q1 | $3.91M | Buy |
8,929
+726
| +9% | +$318K | 0.33% | 93 |
|
|
2023
Q4 | $3.12M | Sell |
8,203
-4,447
| -35% | -$1.69M | 0.29% | 101 |
|
|
2023
Q3 | $4.17M | Buy |
12,650
+957
| +8% | +$315K | 0.43% | 73 |
|
|
2023
Q2 | $3.88M | Sell |
11,693
-884
| -7% | -$294K | 0.41% | 80 |
|
|
2023
Q1 | $3.85M | Sell |
12,577
-3,041
| -19% | -$932K | 0.42% | 78 |
|
|
2022
Q4 | $4.86M | Buy |
+15,618
| New | +$4.86M | 0.57% | 60 |
|