GWWM
Great Waters Wealth Management’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $437K | Hold |
819
| – | – | 0.06% | 63 |
|
|
2025
Q1 | $396K | Hold |
819
| – | – | 0.06% | 66 |
|
|
2024
Q4 | $436K | Hold |
819
| – | – | 0.06% | 69 |
|
|
2024
Q3 | $385K | Hold |
819
| – | – | 0.05% | 72 |
|
|
2024
Q2 | $350K | Hold |
819
| – | – | 0.05% | 71 |
|
|
2024
Q1 | $359K | Hold |
819
| – | – | 0.06% | 70 |
|
|
2023
Q4 | $312K | Buy |
819
+1
| +0.1% | +$380 | 0.06% | 70 |
|
|
2023
Q3 | $267K | Buy |
818
+181
| +28% | +$59.1K | 0.05% | 72 |
|
|
2023
Q2 | $212K | Hold |
637
| – | – | 0.04% | 84 |
|
|
2023
Q1 | $200K | Hold |
637
| – | – | 0.04% | 82 |
|
|
2022
Q4 | $218K | Buy |
+637
| New | +$218K | 0.05% | 83 |
|