EPG Wealth Management’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 | $1.34M | Buy |
2,506
+67
| +3% | +$35.8K | 0.4% | 74 |
|
|
2025
Q1 | $1.18M | Buy |
2,439
+40
| +2% | +$19.4K | 0.33% | 85 |
|
|
2024
Q4 | $1.28M | Sell |
2,399
-88
| -4% | -$46.9K | 0.34% | 80 |
|
|
2024
Q3 | $1.17M | Buy |
+2,487
| New | +$1.17M | 0.29% | 96 |
|
|
2024
Q2 | – | Sell |
-2,598
| Closed | -$1.14M | – | 102 |
|
|
2024
Q1 | $1.14M | Buy |
2,598
+314
| +14% | +$138K | 0.28% | 97 |
|
|
2023
Q4 | $891K | Buy |
2,284
+161
| +8% | +$62.8K | 0.23% | 113 |
|
|
2023
Q3 | $700K | Buy |
2,123
+217
| +11% | +$71.6K | 0.21% | 121 |
|
|
2023
Q2 | $633K | Buy |
1,906
+202
| +12% | +$67.1K | 0.19% | 128 |
|
|
2023
Q1 | $522K | Buy |
1,704
+343
| +25% | +$105K | 0.16% | 139 |
|
|
2022
Q4 | $424K | Sell |
1,361
-10
| -0.7% | -$3.12K | 0.16% | 117 |
|
|
2022
Q3 | $345K | Buy |
1,371
+332
| +32% | +$83.5K | 0.14% | 142 |
|
|
2022
Q2 | $247K | Buy |
1,039
+1
| +0.1% | +$238 | 0.11% | 177 |
|
|
2022
Q1 | $312K | Sell |
1,038
-61
| -6% | -$18.3K | 0.11% | 167 |
|
|
2021
Q4 | $332K | Buy |
1,099
+42
| +4% | +$12.7K | 0.12% | 156 |
|
|
2021
Q3 | $279K | Buy |
1,057
+49
| +5% | +$12.9K | 0.11% | 164 |
|
|
2021
Q2 | $251K | Buy |
1,008
+2
| +0.2% | +$498 | 0.11% | 171 |
|
|
2021
Q1 | $234K | Buy |
+1,006
| New | +$234K | 0.11% | 163 |
|
|
2020
Q2 | – | Sell |
-563
| Closed | -$58K | – | 166 |
|
|
2020
Q1 | $58K | Buy |
+563
| New | +$58K | 0.04% | 254 |
|