MWM
Mascoma Wealth Management’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.2K | Hold |
66
| – | – | 0.01% | 221 |
|
|
2025
Q1 | $32K | Hold |
66
| – | – | 0.01% | 228 |
|
|
2024
Q4 | $35.1K | Hold |
66
| – | – | 0.01% | 229 |
|
|
2024
Q3 | $31K | Hold |
66
| – | – | 0.01% | 235 |
|
|
2024
Q2 | $28.2K | Buy |
66
+40
| +154% | +$17.1K | 0.01% | 245 |
|
|
2024
Q1 | $11.4K | Sell |
26
-14
| -35% | -$6.14K | ﹤0.01% | 305 |
|
|
2023
Q4 | $15.2K | Hold |
40
| – | – | ﹤0.01% | 291 |
|
|
2023
Q3 | $13.2K | Buy |
40
+26
| +186% | +$8.57K | ﹤0.01% | 302 |
|
|
2023
Q2 | $4.86K | Hold |
14
| – | – | ﹤0.01% | 395 |
|
|
2023
Q1 | $4.27K | Hold |
14
| – | – | ﹤0.01% | 492 |
|
|
2022
Q4 | $4.36K | Sell |
14
-35
| -71% | -$10.9K | ﹤0.01% | 503 |
|
|
2022
Q3 | $12K | Sell |
49
-37
| -43% | -$9.06K | ﹤0.01% | 378 |
|
|
2022
Q2 | $20K | Sell |
86
-126
| -59% | -$29.3K | 0.01% | 338 |
|
|
2022
Q1 | $64K | Buy |
212
+115
| +119% | +$34.7K | 0.02% | 233 |
|
|
2021
Q4 | $29K | Buy |
+97
| New | +$29K | 0.01% | 279 |
|