GWA
Gratus Wealth Advisors’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
2,081
+1
| +0% | +$534 | 0.17% | 55 |
|
|
2025
Q1 | $1.01M | Sell |
2,080
-83
| -4% | -$40.2K | 0.17% | 55 |
|
|
2024
Q4 | $1.15M | Sell |
2,163
-14
| -0.6% | -$7.45K | 0.18% | 53 |
|
|
2024
Q3 | $1.05M | Buy |
2,177
+209
| +11% | +$100K | 0.17% | 56 |
|
|
2024
Q2 | $809K | Buy |
1,968
+81
| +4% | +$33.3K | 0.14% | 72 |
|
|
2024
Q1 | $779K | Buy |
1,887
+27
| +1% | +$11.1K | 0.14% | 69 |
|
|
2023
Q4 | $706K | Buy |
+1,860
| New | +$706K | 0.14% | 67 |
|