Great Diamond Partners’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.63M | Buy |
6,808
+102
| +2% | +$54.4K | 0.77% | 27 |
|
|
2025
Q1 | $3.25M | Sell |
6,706
-256
| -4% | -$124K | 0.89% | 29 |
|
|
2024
Q4 | $3.71M | Sell |
6,962
-72
| -1% | -$38.3K | 0.96% | 25 |
|
|
2024
Q3 | $3.3M | Sell |
7,034
-782
| -10% | -$367K | 0.84% | 36 |
|
|
2024
Q2 | $3.34M | Sell |
7,816
-56
| -0.7% | -$23.9K | 0.78% | 37 |
|
|
2024
Q1 | $3.45M | Buy |
7,872
+46
| +0.6% | +$20.2K | 0.79% | 35 |
|
|
2023
Q4 | $2.97M | Buy |
7,826
+267
| +4% | +$101K | 0.73% | 36 |
|
|
2023
Q3 | $2.49M | Buy |
7,559
+94
| +1% | +$31K | 0.67% | 41 |
|
|
2023
Q2 | $2.48M | Buy |
7,465
+119
| +2% | +$39.5K | 0.65% | 43 |
|
|
2023
Q1 | $2.25M | Buy |
7,346
+549
| +8% | +$168K | 0.65% | 38 |
|
|
2022
Q4 | $2.12M | Buy |
6,797
+8
| +0.1% | +$2.49K | 0.65% | 44 |
|
|
2022
Q3 | $1.71M | Buy |
6,789
+334
| +5% | +$84.1K | 0.58% | 49 |
|
|
2022
Q2 | $1.53M | Buy |
6,455
+93
| +1% | +$22.1K | 0.51% | 53 |
|
|
2022
Q1 | $1.91M | Buy |
+6,362
| New | +$1.91M | 0.53% | 51 |
|
|
2020
Q1 | – | Sell |
-154
| Closed | -$25K | – | 145 |
|
|
2019
Q4 | $25K | Buy |
+154
| New | +$25K | 0.01% | 412 |
|