Marcum Wealth’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $259K | Sell |
536
-7
| -1% | -$3.39K | 0.02% | 315 |
|
|
2024
Q4 | $289K | Sell |
543
-16
| -3% | -$8.52K | 0.03% | 287 |
|
|
2024
Q3 | $263K | Sell |
559
-6
| -1% | -$2.82K | 0.02% | 309 |
|
|
2024
Q2 | $241K | Buy |
565
+39
| +7% | +$16.7K | 0.02% | 310 |
|
|
2024
Q1 | $231K | Sell |
526
-6
| -1% | -$2.63K | 0.02% | 314 |
|
|
2023
Q4 | $202K | Buy |
+532
| New | +$202K | 0.02% | 336 |
|
|
2022
Q2 | – | Sell |
-737
| Closed | -$221K | – | 383 |
|
|
2022
Q1 | $221K | Buy |
737
+29
| +4% | +$8.7K | 0.03% | 301 |
|
|
2021
Q4 | $214K | Buy |
+708
| New | +$214K | 0.03% | 315 |
|