EP Wealth Advisors’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Buy |
|
|||||
|
2025
Q1 | $1.33M | Buy |
|
|||||
|
2024
Q4 | $1.38M | Buy |
|
|||||
|
2024
Q3 | $1.02M | Buy |
|
|||||
|
2024
Q2 | $775K | Buy |
|
|||||
|
2024
Q1 | $710K | Sell |
|
|||||
|
2023
Q4 | $626K | Buy |
|
|||||
|
2023
Q3 | $512K | Buy |
|
|||||
|
2023
Q2 | $491K | Hold |
|
|||||
|
2023
Q1 | $439K | Buy |
|
|||||
|
2022
Q4 | $429K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $518K | Buy |
|
|||||
|
2022
Q1 | $518K | Sell |
|
|||||
|
2021
Q4 | $556K | Buy |
|
|||||
|
2021
Q3 | $415K | Buy |
|
|||||
|
2021
Q2 | $380K | Buy |
|
|||||
|
2021
Q1 | $325K | Buy |
|
|||||
|
2020
Q4 | $250K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $267K | Buy |
|
|||||
|
2019
Q3 | $223K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $246K | Buy |
|