Kolinsky 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $818K | Buy |
1,536
+45
| +3% | +$24K | 0.5% | 31 |
|
2024
Q3 | $700K | Sell |
1,491
-45
| -3% | -$21.1K | 0.46% | 42 |
|
2024
Q2 | $656K | Sell |
1,536
-19
| -1% | -$8.12K | 0.47% | 43 |
|
2024
Q1 | $682K | Buy |
1,555
+53
| +4% | +$23.2K | 0.52% | 38 |
|
2023
Q4 | $571K | Sell |
1,502
-7
| -0.5% | -$2.66K | 0.5% | 40 |
|
2023
Q3 | $497K | Sell |
1,509
-1
| -0.1% | -$330 | 0.49% | 41 |
|
2023
Q2 | $501K | Buy |
1,510
+78
| +5% | +$25.9K | 0.48% | 45 |
|
2023
Q1 | $439K | Buy |
1,432
+57
| +4% | +$17.5K | 0.47% | 46 |
|
2022
Q4 | $428K | Sell |
1,375
-9
| -0.7% | -$2.8K | 0.49% | 46 |
|
2022
Q3 | $349K | Buy |
1,384
+6
| +0.4% | +$1.51K | 0.44% | 51 |
|
2022
Q2 | $328K | Buy |
1,378
+6
| +0.4% | +$1.43K | 0.39% | 57 |
|
2022
Q1 | $412K | Buy |
1,372
+127
| +10% | +$38.1K | 0.4% | 45 |
|
2021
Q4 | $376K | Buy |
+1,245
| New | +$376K | 0.35% | 66 |
|