Meag Munich Ergo’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 | $230K | Sell |
430
-1,448
| -77% | -$773K | 0.01% | 170 |
|
|
2025
Q1 | $909K | Sell |
1,878
-2,712
| -59% | -$1.31M | 0.03% | 140 |
|
|
2024
Q4 | $2.44M | Buy |
4,590
+2,918
| +175% | +$1.55M | 0.08% | 106 |
|
|
2024
Q3 | $786K | Sell |
1,672
-198
| -11% | -$93K | 0.02% | 136 |
|
|
2024
Q2 | $799K | Sell |
1,870
-399
| -18% | -$170K | 0.03% | 131 |
|
|
2024
Q1 | $995K | Buy |
2,269
+760
| +50% | +$333K | 0.04% | 129 |
|
|
2023
Q4 | $573K | Buy |
1,509
+1,158
| +330% | +$440K | 0.02% | 135 |
|
|
2023
Q3 | $116K | Sell |
351
-108
| -24% | -$35.6K | 0.01% | 154 |
|
|
2023
Q2 | $152K | Sell |
459
-4,109
| -90% | -$1.36M | 0.01% | 150 |
|
|
2023
Q1 | $1.4M | Sell |
4,568
-2,954
| -39% | -$905K | 0.07% | 113 |
|
|
2022
Q4 | $2.34M | Buy |
7,522
+694
| +10% | +$216K | 0.13% | 104 |
|
|
2022
Q3 | $1.72M | Buy |
6,828
+2,962
| +77% | +$746K | 0.1% | 113 |
|
|
2022
Q2 | $919K | Sell |
3,866
-2,727
| -41% | -$648K | 0.05% | 148 |
|
|
2022
Q1 | $2.01M | Buy |
6,593
+4,441
| +206% | +$1.35M | 0.14% | 97 |
|
|
2021
Q4 | $652K | Hold |
2,152
| – | – | 0.05% | 126 |
|
|
2021
Q3 | $568K | Sell |
2,152
-3,223
| -60% | -$851K | 0.1% | 131 |
|
|
2021
Q2 | $1.34M | Sell |
5,375
-9,675
| -64% | -$2.41M | 0.13% | 155 |
|
|
2021
Q1 | $3.5M | Sell |
15,050
-1,552
| -9% | -$361K | 0.35% | 78 |
|
|
2020
Q4 | $3.18M | Hold |
16,602
| – | – | 0.73% | 37 |
|
|
2020
Q3 | $2.56M | Sell |
16,602
-1,511
| -8% | -$233K | 0.48% | 49 |
|
|
2020
Q2 | $2.72M | Sell |
18,113
-16,011
| -47% | -$2.4M | 0.51% | 46 |
|
|
2020
Q1 | $3.5M | Sell |
34,124
-1,240
| -4% | -$127K | 0.83% | 28 |
|
|
2019
Q4 | $5.87M | Buy |
35,364
+16,534
| +88% | +$2.75M | 0.63% | 40 |
|
|
2019
Q3 | $2.77M | Buy |
18,830
+6,397
| +51% | +$940K | 0.14% | 165 |
|
|
2019
Q2 | $1.79M | Buy |
12,433
+4,374
| +54% | +$631K | 0.14% | 163 |
|
|
2019
Q1 | $1.02M | Sell |
8,059
-22,829
| -74% | -$2.9M | 0.08% | 249 |
|
|
2018
Q4 | $3.22M | Sell |
30,888
-11,914
| -28% | -$1.24M | 0.4% | 61 |
|
|
2018
Q3 | $6.34M | Buy |
42,802
+14,429
| +51% | +$2.14M | 0.38% | 79 |
|
|
2018
Q2 | $3.96M | Sell |
28,373
-13,975
| -33% | -$1.95M | 0.25% | 133 |
|
|
2018
Q1 | $6.2M | Buy |
42,348
+25,199
| +147% | +$3.69M | 0.25% | 126 |
|
|
2017
Q4 | $2.96M | Sell |
17,149
-43,862
| -72% | -$7.57M | 0.11% | 220 |
|
|
2017
Q3 | $9.04M | Buy |
61,011
+39,832
| +188% | +$5.9M | 0.37% | 96 |
|
|
2017
Q2 | $2.71M | Buy |
+21,179
| New | +$2.71M | 0.12% | 191 |
|
|
2015
Q1 | – | Sell |
-103,126
| Closed | -$13.8M | – | 201 |
|
|
2014
Q4 | $13.8M | Buy |
103,126
+26,164
| +34% | +$3.51M | 0.63% | 50 |
|
|
2014
Q3 | $9.5M | Buy |
+76,962
| New | +$9.5M | 0.44% | 71 |
|
|
2014
Q1 | – | Sell |
-40,247
| Closed | -$4.58M | – | 199 |
|
|
2013
Q4 | $4.58M | Buy |
+40,247
| New | +$4.58M | 0.27% | 122 |
|