DWA

Dougherty Wealth Advisers’s Ameriprise Financial AMP Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$322K	Hold	603	–	–	0.21%	29
2025 Q1	$292K	Hold	603	–	–	0.22%	29
2024 Q4	$321K	Hold	603	–	–	0.25%	30
2024 Q3	$283K	Hold	603	–	–	0.23%	28
2024 Q2	$258K	Hold	603	–	–	0.23%	28
2024 Q1	$264K	Hold	603	–	–	0.23%	27
2023 Q4	$229K	Hold	603	–	–	0.21%	34
2023 Q3	$199K	Hold	603	–	–	0.23%	34
2023 Q2	$200K	Hold	603	–	–	0.27%	36
2023 Q1	$185K	Hold	603	–	–	0.28%	37
2022 Q4	$188K	Hold	603	–	–	0.31%	39
2022 Q3	$152K	Hold	603	–	–	0.3%	37
2022 Q2	$143K	Hold	603	–	–	0.27%	42
2022 Q1	$181K	Hold	603	–	–	0.27%	40
2021 Q4	$182K	Hold	603	–	–	0.25%	42
2021 Q3	$159K	Hold	603	–	–	0.24%	41
2021 Q2	$150K	Hold	603	–	–	0.22%	46
2021 Q1	$140K	Hold	603	–	–	0.21%	46
2020 Q4	$117K	Hold	603	–	–	0.18%	52
2020 Q3	$93K	Hold	603	–	–	0.32%	60
2020 Q2	$90K	Hold	603	–	–	0.33%	62
2020 Q1	$62K	Hold	603	–	–	0.25%	75
2019 Q4	$100K	Hold	603	–	–	0.31%	66
2019 Q3	$89K	Hold	603	–	–	0.29%	71
2019 Q2	$88K	Hold	603	–	–	0.25%	78
2019 Q1	$77K	Hold	603	–	–	0.26%	71
2018 Q4	$76K	Buy	+603	New	+$76K	0.25%	74