GA
Geller Advisors’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $466K | Sell |
876
-2
| -0.2% | -$1.07K | 0.03% | 143 |
|
|
2024
Q3 | $412K | Buy |
878
+19
| +2% | +$8.93K | 0.03% | 162 |
|
|
2024
Q2 | $367K | Buy |
859
+22
| +3% | +$9.4K | 0.03% | 182 |
|
|
2024
Q1 | $367K | Sell |
837
-783
| -48% | -$343K | 0.03% | 188 |
|
|
2023
Q4 | $615K | Sell |
1,620
-23
| -1% | -$8.74K | 0.06% | 101 |
|
|
2023
Q3 | $542K | Buy |
1,643
+83
| +5% | +$27.4K | 0.06% | 104 |
|
|
2023
Q2 | $518K | Buy |
+1,560
| New | +$518K | 0.06% | 112 |
|
|
2022
Q1 | – | Sell |
-829
| Closed | -$250K | – | 172 |
|
|
2021
Q4 | $250K | Hold |
829
| – | – | 0.05% | 138 |
|
|
2021
Q3 | $219K | Buy |
+829
| New | +$219K | 0.05% | 140 |
|