MorganRosel 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 | $1.21M | Sell |
2,268
-506
| -18% | -$270K | 0.33% | 49 |
|
|
2025
Q1 | $1.34M | Buy |
2,774
+819
| +42% | +$396K | 0.41% | 43 |
|
|
2024
Q4 | $1.04M | Buy |
1,955
+84
| +4% | +$44.7K | 0.34% | 53 |
|
|
2024
Q3 | $879K | Sell |
1,871
-184
| -9% | -$86.4K | 0.29% | 60 |
|
|
2024
Q2 | $878K | Buy |
2,055
+159
| +8% | +$67.9K | 0.31% | 60 |
|
|
2024
Q1 | $831K | Sell |
1,896
-27
| -1% | -$11.8K | 0.3% | 64 |
|
|
2023
Q4 | $730K | Sell |
1,923
-107
| -5% | -$40.6K | 0.28% | 60 |
|
|
2023
Q3 | $669K | Sell |
2,030
-330
| -14% | -$109K | 0.28% | 57 |
|
|
2023
Q2 | $784K | Sell |
2,360
-312
| -12% | -$104K | 0.32% | 59 |
|
|
2023
Q1 | $819K | Buy |
2,672
+1,995
| +295% | +$611K | 0.35% | 58 |
|
|
2022
Q4 | $211K | Buy |
+677
| New | +$211K | 0.1% | 90 |
|
|
2022
Q3 | – | Sell |
-3,026
| Closed | -$719K | – | 91 |
|
|
2022
Q2 | $719K | Buy |
3,026
+94
| +3% | +$22.3K | 0.38% | 51 |
|
|
2022
Q1 | $881K | Buy |
2,932
+174
| +6% | +$52.3K | 0.43% | 46 |
|
|
2021
Q4 | $832K | Buy |
+2,758
| New | +$832K | 0.4% | 52 |
|
|
2019
Q3 | – | Sell |
-4,972
| Closed | -$722K | – | 72 |
|
|
2019
Q2 | $722K | Buy |
+4,972
| New | +$722K | 0.59% | 43 |
|