IHT Wealth Management’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 | $403K | Buy |
755
+66
| +10% | +$35.2K | 0.01% | 774 |
|
|
2025
Q1 | $333K | Sell |
689
-120
| -15% | -$58.1K | 0.01% | 815 |
|
|
2024
Q4 | $431K | Sell |
809
-238
| -23% | -$127K | 0.01% | 731 |
|
|
2024
Q3 | $493K | Buy |
1,047
+436
| +71% | +$205K | 0.01% | 729 |
|
|
2024
Q2 | $261K | Sell |
611
-210
| -26% | -$89.7K | 0.01% | 847 |
|
|
2024
Q1 | $360K | Sell |
821
-2
| -0.2% | -$877 | 0.01% | 731 |
|
|
2023
Q4 | $313K | Sell |
823
-120
| -13% | -$45.6K | 0.01% | 751 |
|
|
2023
Q3 | $311K | Sell |
943
-146
| -13% | -$48.1K | 0.02% | 724 |
|
|
2023
Q2 | $362K | Buy |
1,089
+19
| +2% | +$6.31K | 0.02% | 654 |
|
|
2023
Q1 | $328K | Buy |
1,070
+134
| +14% | +$41.1K | 0.02% | 663 |
|
|
2022
Q4 | $291K | Buy |
936
+5
| +0.5% | +$1.56K | 0.02% | 662 |
|
|
2022
Q3 | $235K | Buy |
+931
| New | +$235K | 0.02% | 713 |
|
|
2021
Q3 | – | Sell |
-881
| Closed | -$219K | – | 814 |
|
|
2021
Q2 | $219K | Sell |
881
-47
| -5% | -$11.7K | 0.01% | 836 |
|
|
2021
Q1 | $216K | Buy |
+928
| New | +$216K | 0.02% | 741 |
|
|
2018
Q2 | – | Sell |
-312
| Closed | -$45K | – | 455 |
|
|
2018
Q1 | $45K | Hold |
312
| – | – | 0.01% | 711 |
|
|
2017
Q4 | $54K | Hold |
312
| – | – | 0.01% | 676 |
|
|
2017
Q3 | $47K | Buy |
312
+1
| +0.3% | +$151 | 0.02% | 538 |
|
|
2017
Q2 | $113 | Buy |
311
+230
| +284% | +$84 | 0.05% | 315 |
|
|
2017
Q1 | $10K | Hold |
81
| – | – | 0.01% | 830 |
|
|
2016
Q4 | $9K | Buy |
+81
| New | +$9K | 0.01% | 812 |
|