OneAscent Wealth Management’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $411K | Buy |
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|
2025
Q1 | $351K | Buy |
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|
2024
Q4 | $360K | Buy |
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|
2024
Q3 | $237K | Sell |
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|
2024
Q2 | $218K | Sell |
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|
2024
Q1 | $227K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $228K | Buy |
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|
2023
Q1 | $208K | Sell |
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|
2022
Q4 | $237K | Sell |
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|
2022
Q3 | $206K | Sell |
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|
2022
Q2 | $204K | Buy |
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|
2022
Q1 | $247K | Sell |
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|
2021
Q4 | $257K | Sell |
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|
2021
Q3 | $629K | Buy |
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|
2021
Q1 | $620K | Sell |
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|
2020
Q4 | $549K | Buy |
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