New Potomac Partners’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.31M | Sell |
7,047
-156
| -2% | -$67.7K | 1.7% | 23 |
|
|
2024
Q2 | $3.08M | Sell |
7,203
-135
| -2% | -$57.7K | 1.68% | 22 |
|
|
2024
Q1 | $3.22M | Sell |
7,338
-312
| -4% | -$125K | 1.79% | 22 |
|
|
2023
Q4 | $2.91M | Sell |
7,650
-601
| -7% | -$206K | 1.73% | 21 |
|
|
2023
Q3 | $2.72M | Sell |
8,251
-229
| -3% | -$78.2K | 1.87% | 18 |
|
|
2023
Q2 | $2.82M | Sell |
8,480
-282
| -3% | -$86.7K | 1.86% | 18 |
|
|
2023
Q1 | $2.69M | Sell |
8,762
-223
| -2% | -$73.1K | 1.86% | 19 |
|
|
2022
Q4 | $2.8M | Sell |
8,985
-24
| -0.3% | -$7.32K | 2.07% | 14 |
|
|
2022
Q3 | $2.27M | Sell |
9,009
-83
| -0.9% | -$21.8K | 1.92% | 19 |
|
|
2022
Q2 | $2.16M | Sell |
9,092
-123
| -1% | -$32.9K | 1.74% | 25 |
|
|
2022
Q1 | $2.77M | Sell |
9,215
-1,028
| -10% | -$311K | 1.95% | 20 |
|
|
2021
Q4 | $3.09M | Sell |
10,243
-1,680
| -14% | -$497K | 2% | 23 |
|
|
2021
Q3 | $3.15M | Sell |
11,923
-570
| -5% | -$149K | 2.17% | 20 |
|
|
2021
Q2 | $3.11M | Sell |
12,493
-110
| -0.9% | -$27.7K | 2.11% | 19 |
|
|
2021
Q1 | $2.93M | Sell |
12,603
-180
| -1% | -$38.9K | 2.15% | 20 |
|
|
2020
Q4 | $2.48M | Sell |
12,783
-80
| -0.6% | -$14.3K | 1.8% | 24 |
|
|
2020
Q3 | $1.98M | Buy |
12,863
+38
| +0.3% | +$5.85K | 1.58% | 29 |
|
|
2020
Q2 | $1.92M | Buy |
12,825
+360
| +3% | +$46.2K | 1.72% | 26 |
|
|
2020
Q1 | $1.28M | Sell |
12,465
-90
| -0.7% | -$13.3K | 1.4% | 35 |
|
|
2019
Q4 | $2.09M | Buy |
12,555
+130
| +1% | +$20.1K | 1.95% | 20 |
|
|
2019
Q3 | $1.83M | Sell |
12,425
-300
| -2% | -$42K | 1.83% | 27 |
|
|
2019
Q2 | $1.85M | Buy |
+12,725
| New | +$1.84M | 1.87% | 23 |
|
Other funds holding AMP
