Marks Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Hold |
2,868
| – | – | 0.14% | 142 |
|
|
2025
Q1 | $1.39M | Hold |
2,868
| – | – | 0.13% | 151 |
|
|
2024
Q4 | $1.53M | Hold |
2,868
| – | – | 0.15% | 139 |
|
|
2024
Q3 | $1.35M | Buy |
2,868
+10
| +0.3% | +$4.7K | 0.13% | 153 |
|
|
2024
Q2 | $1.22M | Hold |
2,858
| – | – | 0.13% | 159 |
|
|
2024
Q1 | $1.25M | Hold |
2,858
| – | – | 0.13% | 150 |
|
|
2023
Q4 | $1.09M | Hold |
2,858
| – | – | 0.12% | 161 |
|
|
2023
Q3 | $942K | Hold |
2,858
| – | – | 0.12% | 164 |
|
|
2023
Q2 | $949K | Hold |
2,858
| – | – | 0.11% | 167 |
|
|
2023
Q1 | $876K | Buy |
2,858
+118
| +4% | +$36.2K | 0.11% | 172 |
|
|
2022
Q4 | $853K | Hold |
2,740
| – | – | 0.12% | 175 |
|
|
2022
Q3 | $690K | Hold |
2,740
| – | – | 0.11% | 179 |
|
|
2022
Q2 | $651K | Hold |
2,740
| – | – | 0.09% | 194 |
|
|
2022
Q1 | $823K | Hold |
2,740
| – | – | 0.1% | 184 |
|
|
2021
Q4 | $826K | Buy |
+2,740
| New | +$826K | 0.1% | 194 |
|