Graves Light Lenhart Wealth’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $249K | Sell |
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|
2025
Q2 | $323K | Hold |
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|
2025
Q1 | $293K | Buy |
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|
2024
Q4 | $322K | Hold |
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|
2024
Q3 | $284K | Sell |
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|
2024
Q2 | $266K | Buy |
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|
2024
Q1 | $265K | Hold |
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|
2023
Q4 | $229K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $201K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $64K | Sell |
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|
2022
Q1 | $99K | Hold |
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|
2021
Q4 | $100K | Buy |
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|
2021
Q3 | $64K | Hold |
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|
2021
Q2 | $61K | Hold |
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|
2021
Q1 | $57K | Hold |
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|
2020
Q4 | $47K | Buy |
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