EWM
Evermay Wealth Management’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $79K | Hold |
148
| – | – | 0.01% | 289 |
|
|
2025
Q1 | $71.6K | Hold |
148
| – | – | 0.01% | 293 |
|
|
2024
Q4 | $78.8K | Hold |
148
| – | – | 0.01% | 279 |
|
|
2024
Q3 | $69.5K | Hold |
148
| – | – | 0.01% | 307 |
|
|
2024
Q2 | $63.2K | Hold |
148
| – | – | 0.01% | 326 |
|
|
2024
Q1 | $64.9K | Sell |
148
-1
| -0.7% | -$438 | 0.01% | 330 |
|
|
2023
Q4 | $56.6K | Buy |
149
+1
| +0.7% | +$380 | 0.01% | 318 |
|
|
2023
Q3 | $48.8K | Buy |
148
+2
| +1% | +$659 | 0.01% | 309 |
|
|
2023
Q2 | $48.5K | Hold |
146
| – | – | 0.01% | 313 |
|
|
2023
Q1 | $44.7K | Hold |
146
| – | – | 0.01% | 310 |
|
|
2022
Q4 | $45.5K | Hold |
146
| – | – | 0.01% | 304 |
|
|
2022
Q3 | $37K | Hold |
146
| – | – | 0.01% | 297 |
|
|
2022
Q2 | $35K | Hold |
146
| – | – | 0.01% | 305 |
|
|
2022
Q1 | $44K | Buy |
146
+80
| +121% | +$24.1K | 0.01% | 308 |
|
|
2021
Q4 | $20K | Hold |
66
| – | – | ﹤0.01% | 355 |
|
|
2021
Q3 | $17K | Sell |
66
-1,347
| -95% | -$347K | ﹤0.01% | 349 |
|
|
2021
Q2 | $352K | Sell |
1,413
-208
| -13% | -$51.8K | 0.07% | 125 |
|
|
2021
Q1 | $377K | Hold |
1,621
| – | – | 0.08% | 118 |
|
|
2020
Q4 | $315K | Buy |
1,621
+27
| +2% | +$5.25K | 0.07% | 130 |
|
|
2020
Q3 | $246K | Buy |
+1,594
| New | +$246K | 0.06% | 140 |
|