FPCP
Fort Point Capital Partners’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71M | Buy |
3,206
+1,572
| +96% | +$839K | 0.12% | 95 |
|
|
2025
Q1 | $791K | Sell |
1,634
-37
| -2% | -$17.9K | 0.09% | 145 |
|
|
2024
Q4 | $890K | Buy |
1,671
+98
| +6% | +$52.2K | 0.1% | 132 |
|
|
2024
Q3 | $739K | Buy |
1,573
+56
| +4% | +$26.3K | 0.09% | 139 |
|
|
2024
Q2 | $648K | Sell |
1,517
-8
| -0.5% | -$3.42K | 0.08% | 163 |
|
|
2024
Q1 | $669K | Hold |
1,525
| – | – | 0.09% | 154 |
|
|
2023
Q4 | $579K | Sell |
1,525
-96
| -6% | -$36.5K | 0.08% | 150 |
|
|
2023
Q3 | $534K | Hold |
1,621
| – | – | 0.08% | 129 |
|
|
2023
Q2 | $538K | Buy |
1,621
+3
| +0.2% | +$996 | 0.08% | 138 |
|
|
2023
Q1 | $496K | Buy |
1,618
+3
| +0.2% | +$920 | 0.08% | 149 |
|
|
2022
Q4 | $503K | Hold |
1,615
| – | – | 0.08% | 142 |
|
|
2022
Q3 | $407K | Hold |
1,615
| – | – | 0.07% | 160 |
|
|
2022
Q2 | $384K | Hold |
1,615
| – | – | 0.06% | 176 |
|
|
2022
Q1 | $485K | Hold |
1,615
| – | – | 0.07% | 169 |
|
|
2021
Q4 | $487K | Buy |
1,615
+5
| +0.3% | +$1.51K | 0.07% | 158 |
|
|
2021
Q3 | $425K | Buy |
1,610
+10
| +0.6% | +$2.64K | 0.06% | 154 |
|
|
2021
Q2 | $398K | Hold |
1,600
| – | – | 0.07% | 110 |
|
|
2021
Q1 | $372K | Sell |
1,600
-370
| -19% | -$86K | 0.08% | 105 |
|
|
2020
Q4 | $383K | Hold |
1,970
| – | – | 0.09% | 99 |
|
|
2020
Q3 | $304K | Hold |
1,970
| – | – | 0.08% | 97 |
|
|
2020
Q2 | $296K | Hold |
1,970
| – | – | 0.09% | 96 |
|
|
2020
Q1 | $202K | Sell |
1,970
-19
| -1% | -$1.95K | 0.09% | 92 |
|
|
2019
Q4 | $331K | Hold |
1,989
| – | – | 0.12% | 90 |
|
|
2019
Q3 | $293K | Hold |
1,989
| – | – | 0.11% | 91 |
|
|
2019
Q2 | $289K | Hold |
1,989
| – | – | 0.11% | 79 |
|
|
2019
Q1 | $255K | Sell |
1,989
-119
| -6% | -$15.3K | 0.11% | 88 |
|
|
2018
Q4 | $220K | Sell |
2,108
-910
| -30% | -$95K | 0.09% | 119 |
|
|
2018
Q3 | $446K | Buy |
3,018
+25
| +0.8% | +$3.69K | 0.13% | 79 |
|
|
2018
Q2 | $419K | Sell |
2,993
-119
| -4% | -$16.7K | 0.14% | 69 |
|
|
2018
Q1 | $460K | Buy |
3,112
+102
| +3% | +$15.1K | 0.17% | 83 |
|
|
2017
Q4 | $510K | Buy |
3,010
+111
| +4% | +$18.8K | 0.24% | 66 |
|
|
2017
Q3 | $431K | Buy |
+2,899
| New | +$431K | 0.21% | 79 |
|