J.W. Coons 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 | $1.98M | Buy |
3,714
+2,105
| +131% | +$1.12M | 0.45% | 58 |
|
|
2025
Q1 | $779K | Hold |
1,609
| – | – | 0.21% | 108 |
|
|
2024
Q4 | $857K | Sell |
1,609
-30
| -2% | -$16K | 0.22% | 104 |
|
|
2024
Q3 | $770K | Buy |
1,639
+9
| +0.6% | +$4.23K | 0.19% | 113 |
|
|
2024
Q2 | $696K | Buy |
1,630
+230
| +16% | +$98.3K | 0.17% | 115 |
|
|
2024
Q1 | $614K | Buy |
+1,400
| New | +$614K | 0.14% | 130 |
|
|
2021
Q2 | – | Sell |
-1,053
| Closed | -$243K | – | 214 |
|
|
2021
Q1 | $243K | Sell |
1,053
-390
| -27% | -$90K | 0.09% | 195 |
|
|
2020
Q4 | $280K | Sell |
1,443
-135
| -9% | -$26.2K | 0.11% | 170 |
|
|
2020
Q3 | $242K | Sell |
1,578
-325
| -17% | -$49.8K | 0.1% | 171 |
|
|
2020
Q2 | $288K | Buy |
+1,903
| New | +$288K | 0.13% | 155 |
|