Montag & Associates’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 | $97.3K | Sell |
182
-4
| -2% | -$2.14K | ﹤0.01% | 476 |
|
|
2025
Q1 | $90K | Hold |
186
| – | – | ﹤0.01% | 513 |
|
|
2024
Q4 | $99K | Hold |
186
| – | – | ﹤0.01% | 501 |
|
|
2024
Q3 | $87.4K | Hold |
186
| – | – | ﹤0.01% | 523 |
|
|
2024
Q2 | $79.5K | Hold |
186
| – | – | ﹤0.01% | 523 |
|
|
2024
Q1 | $81.6K | Hold |
186
| – | – | ﹤0.01% | 515 |
|
|
2023
Q4 | $70.6K | Hold |
186
| – | – | ﹤0.01% | 519 |
|
|
2023
Q3 | $61.3K | Hold |
186
| – | – | ﹤0.01% | 513 |
|
|
2023
Q2 | $61.8K | Hold |
186
| – | – | ﹤0.01% | 525 |
|
|
2023
Q1 | $57K | Hold |
186
| – | – | ﹤0.01% | 527 |
|
|
2022
Q4 | $57.9K | Buy |
186
+21
| +13% | +$6.54K | ﹤0.01% | 520 |
|
|
2022
Q3 | $42K | Hold |
165
| – | – | ﹤0.01% | 569 |
|
|
2022
Q2 | $39K | Hold |
165
| – | – | ﹤0.01% | 561 |
|
|
2022
Q1 | $50K | Sell |
165
-618
| -79% | -$187K | ﹤0.01% | 557 |
|
|
2021
Q4 | $236K | Hold |
783
| – | – | 0.01% | 372 |
|
|
2021
Q3 | $207K | Hold |
783
| – | – | 0.01% | 378 |
|
|
2021
Q2 | $195K | Sell |
783
-60
| -7% | -$14.9K | 0.01% | 392 |
|
|
2021
Q1 | $196K | Buy |
843
+75
| +10% | +$17.4K | 0.01% | 385 |
|
|
2020
Q4 | $149K | Buy |
+768
| New | +$149K | 0.01% | 402 |
|