EWS
Evergreen Wealth Solutions’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $639K | Buy |
1,198
+43
| +4% | +$22.9K | 0.38% | 49 |
|
|
2025
Q1 | $559K | Sell |
1,155
-89
| -7% | -$43.1K | 0.38% | 47 |
|
|
2024
Q4 | $662K | Sell |
1,244
-294
| -19% | -$156K | 0.46% | 43 |
|
|
2024
Q3 | $723K | Sell |
1,538
-198
| -11% | -$93.1K | 0.49% | 36 |
|
|
2024
Q2 | $741K | Sell |
1,736
-181
| -9% | -$77.3K | 0.53% | 39 |
|
|
2024
Q1 | $841K | Sell |
1,917
-155
| -7% | -$68K | 0.62% | 36 |
|
|
2023
Q4 | $787K | Buy |
2,072
+5
| +0.2% | +$1.9K | 0.67% | 39 |
|
|
2023
Q3 | $681K | Sell |
2,067
-174
| -8% | -$57.4K | 0.69% | 42 |
|
|
2023
Q2 | $744K | Buy |
2,241
+240
| +12% | +$79.7K | 0.75% | 40 |
|
|
2023
Q1 | $613K | Sell |
2,001
-212
| -10% | -$64.9K | 0.71% | 44 |
|
|
2022
Q4 | $689K | Sell |
2,213
-116
| -5% | -$36.1K | 0.91% | 37 |
|
|
2022
Q3 | $587K | Buy |
2,329
+659
| +39% | +$166K | 0.83% | 36 |
|
|
2022
Q2 | $397K | Buy |
1,670
+212
| +15% | +$50.4K | 0.49% | 63 |
|
|
2022
Q1 | $438K | Sell |
1,458
-138
| -9% | -$41.5K | 0.42% | 54 |
|
|
2021
Q4 | $481K | Buy |
+1,596
| New | +$481K | 0.44% | 53 |
|