KA
Kozak & Associates’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $142K | Buy |
264
+1
| +0.4% | +$539 | 0.03% | 92 |
|
|
2025
Q1 | $125K | Buy |
263
+1
| +0.4% | +$474 | 0.03% | 92 |
|
|
2024
Q4 | $140K | Buy |
262
+1
| +0.4% | +$536 | 0.03% | 92 |
|
|
2024
Q3 | $135K | Hold |
261
| – | – | 0.03% | 94 |
|
|
2024
Q2 | $113K | Buy |
261
+1
| +0.4% | +$433 | 0.03% | 93 |
|
|
2024
Q1 | $113K | Sell |
260
-68
| -21% | -$29.6K | 0.03% | 94 |
|
|
2023
Q4 | $122K | Buy |
328
+1
| +0.3% | +$373 | 0.04% | 92 |
|
|
2023
Q3 | $107K | Hold |
327
| – | – | 0.04% | 97 |
|
|
2023
Q2 | $110K | Hold |
327
| – | – | 0.04% | 100 |
|
|
2023
Q1 | $100K | Hold |
327
| – | – | 0.05% | 113 |
|
|
2022
Q4 | $102K | Hold |
327
| – | – | 0.05% | 106 |
|
|
2022
Q3 | $87K | Hold |
327
| – | – | 0.05% | 109 |
|
|
2022
Q2 | $78K | Hold |
327
| – | – | 0.05% | 123 |
|
|
2022
Q1 | $89K | Hold |
327
| – | – | 0.06% | 122 |
|
|
2021
Q4 | $89K | Hold |
327
| – | – | 0.06% | 122 |
|
|
2021
Q3 | $101K | Buy |
+327
| New | +$101K | 0.06% | 114 |
|