Northcape 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 | $694K | Hold |
1,300
| – | – | 0.21% | 83 |
|
|
2025
Q1 | $629K | Sell |
1,300
-17
| -1% | -$8.23K | 0.2% | 90 |
|
|
2024
Q4 | $701K | Hold |
1,317
| – | – | 0.23% | 80 |
|
|
2024
Q3 | $619K | Hold |
1,317
| – | – | 0.2% | 87 |
|
|
2024
Q2 | $563K | Hold |
1,317
| – | – | 0.2% | 89 |
|
|
2024
Q1 | $577K | Hold |
1,317
| – | – | 0.21% | 84 |
|
|
2023
Q4 | $500K | Hold |
1,317
| – | – | 0.18% | 94 |
|
|
2023
Q3 | $434K | Hold |
1,317
| – | – | 0.17% | 99 |
|
|
2023
Q2 | $437K | Hold |
1,317
| – | – | 0.16% | 104 |
|
|
2023
Q1 | $404K | Buy |
+1,317
| New | +$404K | 0.15% | 110 |
|
|
2022
Q4 | – | Sell |
-1,785
| Closed | -$450K | – | 76 |
|
|
2022
Q3 | $450K | Hold |
1,785
| – | – | 0.16% | 94 |
|
|
2022
Q2 | $424K | Sell |
1,785
-15
| -0.8% | -$3.56K | 0.16% | 83 |
|
|
2022
Q1 | $541K | Hold |
1,800
| – | – | 0.16% | 94 |
|
|
2021
Q4 | $543K | Buy |
+1,800
| New | +$543K | 0.18% | 79 |
|