Edmond de Rothschild Holding’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 | $345K | Hold |
647
| – | – | 0.01% | 351 |
|
|
2025
Q1 | $313K | Sell |
647
-133
| -17% | -$64.4K | 0.01% | 358 |
|
|
2024
Q4 | $415K | Sell |
780
-130
| -14% | -$69.2K | 0.01% | 348 |
|
|
2024
Q3 | $428K | Buy |
910
+641
| +238% | +$301K | 0.01% | 357 |
|
|
2024
Q2 | $115K | Buy |
+269
| New | +$115K | ﹤0.01% | 476 |
|
|
2023
Q3 | – | Sell |
-566
| Closed | -$188K | – | 698 |
|
|
2023
Q2 | $188K | Sell |
566
-662
| -54% | -$220K | ﹤0.01% | 441 |
|
|
2023
Q1 | $376K | Buy |
1,228
+96
| +8% | +$29.4K | 0.01% | 392 |
|
|
2022
Q4 | $352K | Sell |
1,132
-309
| -21% | -$96.2K | 0.01% | 406 |
|
|
2022
Q3 | $363K | Hold |
1,441
| – | – | 0.01% | 402 |
|
|
2022
Q2 | $342K | Buy |
+1,441
| New | +$342K | 0.01% | 427 |
|
|
2017
Q2 | – | Sell |
-261
| Closed | -$34K | – | 786 |
|
|
2017
Q1 | $34K | Buy |
261
+141
| +118% | +$18.4K | ﹤0.01% | 671 |
|
|
2016
Q4 | $13K | Hold |
120
| – | – | ﹤0.01% | 731 |
|
|
2016
Q3 | $12K | Hold |
120
| – | – | ﹤0.01% | 761 |
|
|
2016
Q2 | $11K | Hold |
120
| – | – | ﹤0.01% | 743 |
|
|
2016
Q1 | $11K | Sell |
120
-126
| -51% | -$11.6K | ﹤0.01% | 750 |
|
|
2015
Q4 | $26K | Buy |
+246
| New | +$26K | ﹤0.01% | 684 |
|