Laird Norton Wetherby Wealth Management’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.97M | Buy |
4,000
+81
| +2% | +$41.5K | 0.08% | 233 |
|
|
2025
Q2 | $2.09M | Buy |
+3,919
| New | +$1.94M | 0.09% | 215 |
|
|
2024
Q4 | $1.97M | Sell |
3,705
-63
| -2% | -$33.6K | 0.09% | 207 |
|
|
2024
Q3 | $1.77M | Sell |
3,768
-10
| -0.3% | -$4.34K | 0.08% | 235 |
|
|
2024
Q2 | $1.61M | Sell |
3,778
-40
| -1% | -$17.1K | 0.08% | 248 |
|
|
2024
Q1 | $1.67M | Buy |
3,818
+10
| +0.3% | +$4K | 0.08% | 254 |
|
|
2023
Q4 | $1.45M | Sell |
3,808
-14
| -0.4% | -$4.8K | 0.08% | 265 |
|
|
2023
Q3 | $1.26M | Sell |
3,822
-3
| -0.1% | -$1.02K | 0.07% | 284 |
|
|
2023
Q2 | $1.27M | Sell |
3,825
-96
| -2% | -$29.5K | 0.07% | 289 |
|
|
2023
Q1 | $1.2M | Buy |
3,921
+16
| +0.4% | +$5.24K | 0.07% | 291 |
|
|
2022
Q4 | $1.22M | Buy |
3,905
+24
| +0.6% | +$7.32K | 0.08% | 285 |
|
|
2022
Q3 | $978K | Buy |
3,881
+18
| +0.5% | +$4.74K | 0.07% | 298 |
|
|
2022
Q2 | $918K | Buy |
3,863
+191
| +5% | +$51.2K | 0.06% | 313 |
|
|
2022
Q1 | $1.1M | Sell |
3,672
-87
| -2% | -$26.3K | 0.06% | 288 |
|
|
2021
Q4 | $1.13M | Buy |
3,759
+32
| +0.9% | +$9.46K | 0.06% | 289 |
|
|
2021
Q3 | $984K | Sell |
3,727
-12
| -0.3% | -$3.14K | 0.06% | 308 |
|
|
2021
Q2 | $931K | Buy |
3,739
+19
| +0.5% | +$4.79K | 0.06% | 323 |
|
|
2021
Q1 | $865K | Buy |
3,720
+10
| +0.3% | +$2.16K | 0.07% | 294 |
|
|
2020
Q4 | $721K | Sell |
3,710
-119
| -3% | -$21.3K | 0.05% | 355 |
|
|
2020
Q3 | $590K | Sell |
3,829
-64
| -2% | -$9.86K | 0.05% | 341 |
|
|
2020
Q2 | $585K | Sell |
3,893
-436
| -10% | -$55.9K | 0.06% | 327 |
|
|
2020
Q1 | $444K | Buy |
4,329
+245
| +6% | +$36.3K | 0.05% | 352 |
|
|
2019
Q4 | $680K | Sell |
4,084
-247
| -6% | -$38.3K | 0.07% | 319 |
|
|
2019
Q3 | $638K | Buy |
4,331
+27
| +0.6% | +$3.78K | 0.07% | 327 |
|
|
2019
Q2 | $624K | Buy |
4,304
+42
| +1% | +$6.07K | 0.07% | 324 |
|
|
2019
Q1 | $546K | Sell |
4,262
-42
| -1% | -$5.21K | 0.07% | 342 |
|
|
2018
Q4 | $449K | Buy |
4,304
+183
| +4% | +$23K | 0.06% | 358 |
|
|
2018
Q3 | $609K | Buy |
4,121
+35
| +0.9% | +$5.01K | 0.08% | 306 |
|
|
2018
Q2 | $571K | Buy |
4,086
+46
| +1% | +$6.52K | 0.08% | 306 |
|
|
2018
Q1 | $598K | Buy |
4,040
+142
| +4% | +$23.2K | 0.08% | 289 |
|
|
2017
Q4 | $661K | Buy |
3,898
+192
| +5% | +$30.8K | 0.09% | 268 |
|
|
2017
Q3 | $551K | Buy |
3,706
+230
| +7% | +$32.1K | 0.08% | 308 |
|
|
2017
Q2 | $442K | Sell |
3,476
-140
| -4% | -$17.8K | 0.08% | 325 |
|
|
2017
Q1 | $468K | Buy |
3,616
+113
| +3% | +$14K | 0.08% | 305 |
|
|
2016
Q4 | $388K | Sell |
3,503
-128
| -4% | -$13.5K | 0.08% | 334 |
|
|
2016
Q3 | $362K | Buy |
3,631
+336
| +10% | +$32.6K | 0.07% | 326 |
|
|
2016
Q2 | $296K | Buy |
3,295
+58
| +2% | +$5.6K | 0.07% | 351 |
|
|
2016
Q1 | $304K | Sell |
3,237
-110
| -3% | -$9.86K | 0.07% | 326 |
|
|
2015
Q4 | $356K | Sell |
3,347
-222
| -6% | -$24.8K | 0.09% | 279 |
|
|
2015
Q3 | $389K | Buy |
3,569
+437
| +14% | +$51.5K | 0.1% | 250 |
|
|
2015
Q2 | $391K | Sell |
3,132
-243
| -7% | -$31K | 0.09% | 259 |
|
|
2015
Q1 | $442K | Buy |
3,375
+367
| +12% | +$48.3K | 0.11% | 230 |
|
|
2014
Q4 | $398K | Sell |
3,008
-40
| -1% | -$5.06K | 0.1% | 234 |
|
|
2014
Q3 | $376K | Buy |
3,048
+68
| +2% | +$8.34K | 0.1% | 245 |
|
|
2014
Q2 | $358K | Sell |
2,980
-117
| -4% | -$13.1K | 0.1% | 253 |
|
|
2014
Q1 | $341K | Buy |
3,097
+48
| +2% | +$5.25K | 0.1% | 273 |
|
|
2013
Q4 | $350K | Sell |
3,049
-143
| -4% | -$14.8K | 0.1% | 247 |
|
|
2013
Q3 | $291K | Buy |
3,192
+122
| +4% | +$10.8K | 0.09% | 273 |
|
|
2013
Q2 | $248K | Buy |
+3,070
| New | +$239K | 0.09% | 290 |
|
Other funds holding AMP
