GLLW
Graves Light Lenhart Wealth’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Hold |
606
| – | – | 0.04% | 140 |
|
|
2025
Q1 | $293K | Buy |
606
+2
| +0.3% | +$968 | 0.04% | 144 |
|
|
2024
Q4 | $322K | Hold |
604
| – | – | 0.04% | 137 |
|
|
2024
Q3 | $284K | Sell |
604
-21
| -3% | -$9.87K | 0.03% | 151 |
|
|
2024
Q2 | $266K | Buy |
625
+21
| +3% | +$8.95K | 0.03% | 158 |
|
|
2024
Q1 | $265K | Hold |
604
| – | – | 0.03% | 158 |
|
|
2023
Q4 | $229K | Buy |
+604
| New | +$229K | 0.03% | 165 |
|
|
2023
Q3 | – | Sell |
-604
| Closed | -$201K | – | 178 |
|
|
2023
Q2 | $201K | Buy |
+604
| New | +$201K | 0.03% | 176 |
|
|
2022
Q3 | – | Sell |
-271
| Closed | -$64K | – | 187 |
|
|
2022
Q2 | $64K | Sell |
271
-60
| -18% | -$14.2K | 0.01% | 277 |
|
|
2022
Q1 | $99K | Hold |
331
| – | – | 0.01% | 267 |
|
|
2021
Q4 | $100K | Buy |
331
+87
| +36% | +$26.3K | 0.01% | 294 |
|
|
2021
Q3 | $64K | Hold |
244
| – | – | 0.01% | 340 |
|
|
2021
Q2 | $61K | Hold |
244
| – | – | 0.01% | 352 |
|
|
2021
Q1 | $57K | Hold |
244
| – | – | 0.01% | 367 |
|
|
2020
Q4 | $47K | Buy |
+244
| New | +$47K | 0.01% | 376 |
|