Lyell 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
Q2 | $749K | Hold |
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|
2025
Q1 | $680K | Hold |
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|
2024
Q4 | $748K | Hold |
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|
2024
Q3 | $660K | Hold |
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|
2024
Q2 | $600K | Hold |
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|
2024
Q1 | $616K | Hold |
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|
2023
Q4 | $533K | Hold |
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|
2023
Q3 | $463K | Hold |
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|
2023
Q2 | $466K | Sell |
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|
2023
Q1 | $443K | Buy |
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|
2022
Q4 | $442K | Sell |
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|
2022
Q3 | $358K | Sell |
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|
2022
Q2 | $341K | Buy |
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|
2022
Q1 | $418K | Buy |
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|
2021
Q4 | $416K | Sell |
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|
2021
Q3 | $387K | Hold |
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|
2021
Q2 | $364K | Buy |
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|
2021
Q1 | $320K | Buy |
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|
2020
Q4 | $266K | Buy |
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|
2020
Q3 | $210K | Hold |
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|
2020
Q2 | $205K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $227K | Hold |
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|
2019
Q3 | $201K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $211K | Hold |
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|
2018
Q2 | $200K | Hold |
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|
2018
Q1 | $212K | Hold |
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|
2017
Q4 | $242K | Hold |
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|
2017
Q3 | $212K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $285K | Buy |
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