Morton Brown Family Wealth’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 | $84.9K | Hold |
159
| – | – | 0.03% | 89 |
|
|
2025
Q1 | $77K | Hold |
159
| – | – | 0.03% | 86 |
|
|
2024
Q4 | $84.7K | Hold |
159
| – | – | 0.03% | 90 |
|
|
2024
Q3 | $74.7K | Hold |
159
| – | – | 0.03% | 83 |
|
|
2024
Q2 | $66.5K | Hold |
159
| – | – | 0.03% | 83 |
|
|
2024
Q1 | $69.7K | Hold |
159
| – | – | 0.03% | 78 |
|
|
2023
Q4 | $60.4K | Hold |
159
| – | – | 0.03% | 92 |
|
|
2023
Q3 | $52.4K | Hold |
159
| – | – | 0.03% | 78 |
|
|
2023
Q2 | $52.8K | Hold |
159
| – | – | 0.03% | 74 |
|
|
2023
Q1 | $48.7K | Hold |
159
| – | – | 0.03% | 76 |
|
|
2022
Q4 | $49.5K | Hold |
159
| – | – | 0.03% | 76 |
|
|
2022
Q3 | $40K | Hold |
159
| – | – | 0.03% | 72 |
|
|
2022
Q2 | $38K | Hold |
159
| – | – | 0.03% | 73 |
|
|
2022
Q1 | $48K | Hold |
159
| – | – | 0.04% | 67 |
|
|
2021
Q4 | $48K | Buy |
+159
| New | +$48K | 0.04% | 76 |
|