EverSource Wealth Advisors’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $731K | Buy |
1,369
+226
| +20% | +$121K | 0.03% | 351 |
|
|
2025
Q1 | $553K | Buy |
1,143
+111
| +11% | +$53.7K | 0.03% | 359 |
|
|
2024
Q4 | $549K | Buy |
1,032
+13
| +1% | +$6.92K | 0.03% | 353 |
|
|
2024
Q3 | $479K | Buy |
1,019
+21
| +2% | +$9.87K | 0.03% | 336 |
|
|
2024
Q2 | $430K | Buy |
998
+304
| +44% | +$131K | 0.03% | 347 |
|
|
2024
Q1 | $286K | Buy |
694
+5
| +0.7% | +$2.06K | 0.02% | 391 |
|
|
2023
Q4 | $262K | Buy |
689
+18
| +3% | +$6.84K | 0.02% | 373 |
|
|
2023
Q3 | $221K | Sell |
671
-51
| -7% | -$16.8K | 0.02% | 379 |
|
|
2023
Q2 | $240K | Buy |
722
+57
| +9% | +$18.9K | 0.03% | 361 |
|
|
2023
Q1 | $204K | Sell |
665
-28
| -4% | -$8.58K | 0.03% | 369 |
|
|
2022
Q4 | $216K | Sell |
693
-111
| -14% | -$34.5K | 0.03% | 341 |
|
|
2022
Q3 | $202K | Sell |
804
-98
| -11% | -$24.6K | 0.05% | 293 |
|
|
2022
Q2 | $214K | Buy |
902
+60
| +7% | +$14.2K | 0.06% | 251 |
|
|
2022
Q1 | $253K | Buy |
842
+24
| +3% | +$7.21K | 0.06% | 228 |
|
|
2021
Q4 | $247K | Buy |
+818
| New | +$247K | 0.07% | 195 |
|