HWA
HHM Wealth Advisors’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.14K | Hold |
4
| – | – | ﹤0.01% | 755 |
|
|
2025
Q1 | $1.94K | Hold |
4
| – | – | ﹤0.01% | 757 |
|
|
2024
Q4 | $2.13K | Buy |
+4
| New | +$2.13K | ﹤0.01% | 745 |
|
|
2023
Q2 | – | Sell |
-9
| Closed | -$2.76K | – | 804 |
|
|
2023
Q1 | $2.76K | Hold |
9
| – | – | ﹤0.01% | 700 |
|
|
2022
Q4 | $2.8K | Buy |
+9
| New | +$2.8K | ﹤0.01% | 576 |
|
|
2022
Q3 | – | Sell |
-285
| Closed | -$68K | – | 649 |
|
|
2022
Q2 | $68K | Hold |
285
| – | – | 0.02% | 237 |
|
|
2022
Q1 | $86K | Sell |
285
-133
| -32% | -$40.1K | 0.02% | 237 |
|
|
2021
Q4 | $126K | Hold |
418
| – | – | 0.03% | 188 |
|
|
2021
Q3 | $110K | Hold |
418
| – | – | 0.03% | 194 |
|
|
2021
Q2 | $104K | Hold |
418
| – | – | 0.03% | 199 |
|
|
2021
Q1 | $97K | Buy |
418
+18
| +5% | +$4.18K | 0.03% | 190 |
|
|
2020
Q4 | $78K | Hold |
400
| – | – | 0.03% | 203 |
|
|
2020
Q3 | $62K | Sell |
400
-21
| -5% | -$3.26K | 0.02% | 199 |
|
|
2020
Q2 | $63K | Hold |
421
| – | – | 0.03% | 200 |
|
|
2020
Q1 | $43K | Buy |
+421
| New | +$43K | 0.02% | 219 |
|