Montag & Associates’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $97.3K | Sell |
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|
2025
Q1 | $90K | Hold |
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|
2024
Q4 | $99K | Hold |
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|
2024
Q3 | $87.4K | Hold |
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|
2024
Q2 | $79.5K | Hold |
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|
2024
Q1 | $81.5K | Hold |
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|
2023
Q4 | $70.6K | Hold |
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|
2023
Q3 | $61.3K | Hold |
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|
2023
Q2 | $61.8K | Hold |
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|
2023
Q1 | $57K | Hold |
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|
2022
Q4 | $57.9K | Buy |
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|
2022
Q3 | $42K | Hold |
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|
2022
Q2 | $39K | Hold |
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|
2022
Q1 | $50K | Sell |
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|
2021
Q4 | $236K | Hold |
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|
2021
Q3 | $207K | Hold |
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|
2021
Q2 | $195K | Sell |
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|
2021
Q1 | $196K | Buy |
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|
2020
Q4 | $149K | Buy |
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