Heritage Wealth Advisors’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 | $136K | Hold |
254
| – | – | 0.01% | 225 |
|
|
2025
Q1 | $123K | Sell |
254
-3
| -1% | -$1.45K | 0.01% | 230 |
|
|
2024
Q4 | $137K | Buy |
257
+3
| +1% | +$1.6K | 0.01% | 232 |
|
|
2024
Q3 | $119K | Buy |
254
+14
| +6% | +$6.58K | 0.01% | 251 |
|
|
2024
Q2 | $103K | Hold |
240
| – | – | ﹤0.01% | 251 |
|
|
2024
Q1 | $105K | Hold |
240
| – | – | ﹤0.01% | 259 |
|
|
2023
Q4 | $91.2K | Hold |
240
| – | – | ﹤0.01% | 276 |
|
|
2023
Q3 | $79.1K | Hold |
240
| – | – | ﹤0.01% | 267 |
|
|
2023
Q2 | $79.7K | Sell |
240
-5
| -2% | -$1.66K | ﹤0.01% | 276 |
|
|
2023
Q1 | $75.1K | Buy |
245
+5
| +2% | +$1.53K | ﹤0.01% | 280 |
|
|
2022
Q4 | $74.7K | Hold |
240
| – | – | ﹤0.01% | 282 |
|
|
2022
Q3 | $60.5K | Hold |
240
| – | – | ﹤0.01% | 285 |
|
|
2022
Q2 | $57K | Buy |
+240
| New | +$57K | ﹤0.01% | 313 |
|
|
2020
Q1 | – | Sell |
-8
| Closed | -$1.33K | – | 449 |
|
|
2019
Q4 | $1.33K | Buy |
+8
| New | +$1.33K | ﹤0.01% | 633 |
|