Modera 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 | $675K | Buy |
1,265
+160
| +14% | +$85.4K | 0.01% | 390 |
|
|
2025
Q1 | $535K | Sell |
1,105
-140
| -11% | -$67.7K | 0.01% | 416 |
|
|
2024
Q4 | $663K | Buy |
1,245
+40
| +3% | +$21.3K | 0.01% | 383 |
|
|
2024
Q3 | $566K | Sell |
1,205
-6
| -0.5% | -$2.82K | 0.01% | 389 |
|
|
2024
Q2 | $517K | Buy |
1,211
+8
| +0.7% | +$3.42K | 0.01% | 388 |
|
|
2024
Q1 | $527K | Sell |
1,203
-100
| -8% | -$43.8K | 0.01% | 383 |
|
|
2023
Q4 | $495K | Sell |
1,303
-21
| -2% | -$7.98K | 0.01% | 378 |
|
|
2023
Q3 | $436K | Buy |
1,324
+86
| +7% | +$28.4K | 0.01% | 379 |
|
|
2023
Q2 | $411K | Buy |
1,238
+425
| +52% | +$141K | 0.01% | 410 |
|
|
2023
Q1 | $249K | Buy |
813
+6
| +0.7% | +$1.84K | 0.01% | 310 |
|
|
2022
Q4 | $251K | Buy |
+807
| New | +$251K | 0.01% | 307 |
|
|
2022
Q1 | – | Sell |
-1,648
| Closed | -$498K | – | 368 |
|
|
2021
Q4 | $498K | Buy |
+1,648
| New | +$498K | 0.02% | 279 |
|