NewEdge 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 | $1.59M | Sell |
3,198
-176
| -5% | -$87.7K | 0.03% | 425 |
|
|
2025
Q1 | $1.63M | Sell |
3,374
-234
| -6% | -$113K | 0.03% | 391 |
|
|
2024
Q4 | $1.92M | Buy |
3,608
+178
| +5% | +$94.8K | 0.03% | 368 |
|
|
2024
Q3 | $1.61M | Buy |
3,430
+79
| +2% | +$37.1K | 0.03% | 383 |
|
|
2024
Q2 | $1.43M | Sell |
3,351
-439
| -12% | -$188K | 0.03% | 367 |
|
|
2024
Q1 | $1.58M | Buy |
3,790
+711
| +23% | +$296K | 0.04% | 360 |
|
|
2023
Q4 | $1.17M | Sell |
3,079
-232
| -7% | -$88.1K | 0.03% | 373 |
|
|
2023
Q3 | $1.09M | Sell |
3,311
-1,504
| -31% | -$496K | 0.03% | 341 |
|
|
2023
Q2 | $1.6M | Buy |
+4,815
| New | +$1.6M | 0.05% | 289 |
|
|
2023
Q1 | – | Sell |
-1,448
| Closed | -$451K | – | 608 |
|
|
2022
Q4 | $451K | Buy |
1,448
+554
| +62% | +$172K | 0.02% | 381 |
|
|
2022
Q3 | $225K | Buy |
+894
| New | +$225K | 0.01% | 476 |
|
|
2021
Q3 | – | Sell |
-21,126
| Closed | -$5.26M | – | 285 |
|
|
2021
Q2 | $5.26M | Sell |
21,126
-15,961
| -43% | -$3.97M | 0.4% | 78 |
|
|
2021
Q1 | $8.62M | Buy |
37,087
+26,447
| +249% | +$6.15M | 0.86% | 26 |
|
|
2020
Q4 | $2.07M | Buy |
+10,640
| New | +$2.07M | 0.64% | 40 |
|