Joel Isaacson & Co’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 | $233K | Hold |
437
| – | – | 0.01% | 383 |
|
|
2025
Q1 | $212K | Sell |
437
-43
| -9% | -$20.8K | 0.01% | 372 |
|
|
2024
Q4 | $256K | Hold |
480
| – | – | 0.01% | 322 |
|
|
2024
Q3 | $226K | Hold |
480
| – | – | 0.01% | 338 |
|
|
2024
Q2 | $205K | Hold |
480
| – | – | 0.01% | 331 |
|
|
2024
Q1 | $210K | Buy |
+480
| New | +$210K | 0.01% | 316 |
|
|
2017
Q1 | – | Sell |
-547
| Closed | -$61K | – | 194 |
|
|
2016
Q4 | $61K | Hold |
547
| – | – | 0.01% | 275 |
|
|
2016
Q3 | $55K | Hold |
547
| – | – | 0.01% | 304 |
|
|
2016
Q2 | $49K | Sell |
547
-60
| -10% | -$5.38K | 0.01% | 327 |
|
|
2016
Q1 | $57K | Hold |
607
| – | – | 0.01% | 316 |
|
|
2015
Q4 | $65K | Hold |
607
| – | – | 0.02% | 290 |
|
|
2015
Q3 | $66K | Hold |
607
| – | – | 0.02% | 285 |
|
|
2015
Q2 | $76K | Hold |
607
| – | – | 0.02% | 289 |
|
|
2015
Q1 | $79K | Buy |
607
+147
| +32% | +$19.1K | 0.02% | 289 |
|
|
2014
Q4 | $61K | Hold |
460
| – | – | 0.02% | 298 |
|
|
2014
Q3 | $57K | Hold |
460
| – | – | 0.02% | 281 |
|
|
2014
Q2 | $55K | Hold |
460
| – | – | 0.02% | 290 |
|
|
2014
Q1 | $51K | Hold |
460
| – | – | 0.02% | 295 |
|
|
2013
Q4 | $53K | Hold |
460
| – | – | 0.02% | 257 |
|
|
2013
Q3 | $42K | Hold |
460
| – | – | 0.02% | 282 |
|
|
2013
Q2 | $37K | Buy |
+460
| New | +$37K | 0.02% | 260 |
|