Integrated Wealth Concepts’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 | $1.78M | Buy |
3,344
+477
| +17% | +$255K | 0.02% | 653 |
|
|
2025
Q1 | $1.39M | Buy |
2,867
+76
| +3% | +$36.8K | 0.02% | 689 |
|
|
2024
Q4 | $1.49M | Buy |
2,791
+251
| +10% | +$134K | 0.02% | 657 |
|
|
2024
Q3 | $1.19M | Sell |
2,540
-298
| -11% | -$140K | 0.01% | 732 |
|
|
2024
Q2 | $1.21M | Buy |
2,838
+127
| +5% | +$54.2K | 0.02% | 675 |
|
|
2024
Q1 | $1.19M | Buy |
2,711
+240
| +10% | +$105K | 0.02% | 684 |
|
|
2023
Q4 | $939K | Sell |
2,471
-1,127
| -31% | -$428K | 0.02% | 749 |
|
|
2023
Q3 | $1.19M | Sell |
3,598
-167
| -4% | -$55.1K | 0.02% | 623 |
|
|
2023
Q2 | $1.25M | Sell |
3,765
-717
| -16% | -$238K | 0.02% | 602 |
|
|
2023
Q1 | $1.37M | Buy |
4,482
+2,617
| +140% | +$802K | 0.03% | 514 |
|
|
2022
Q4 | $581K | Sell |
1,865
-1,800
| -49% | -$561K | 0.02% | 613 |
|
|
2022
Q3 | $923K | Buy |
3,665
+1,691
| +86% | +$426K | 0.03% | 444 |
|
|
2022
Q2 | $469K | Sell |
1,974
-102
| -5% | -$24.2K | 0.01% | 617 |
|
|
2022
Q1 | $624K | Buy |
2,076
+47
| +2% | +$14.1K | 0.02% | 521 |
|
|
2021
Q4 | $612K | Sell |
2,029
-206
| -9% | -$62.1K | 0.02% | 569 |
|
|
2021
Q3 | $590K | Buy |
2,235
+79
| +4% | +$20.9K | 0.02% | 540 |
|
|
2021
Q2 | $537K | Buy |
2,156
+30
| +1% | +$7.47K | 0.02% | 518 |
|
|
2021
Q1 | $494K | Sell |
2,126
-406
| -16% | -$94.3K | 0.02% | 471 |
|
|
2020
Q4 | $492K | Sell |
2,532
-210
| -8% | -$40.8K | 0.02% | 418 |
|
|
2020
Q3 | $423K | Sell |
2,742
-90
| -3% | -$13.9K | 0.03% | 383 |
|
|
2020
Q2 | $425K | Buy |
+2,832
| New | +$425K | 0.03% | 325 |
|