Pacific Capital Wealth Advisors’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-135
| Closed | -$71.9K | – | 102 |
|
|
2024
Q4 | $71.9K | Hold |
135
| – | – | 0.01% | 126 |
|
|
2024
Q3 | $63.4K | Hold |
135
| – | – | 0.01% | 142 |
|
|
2024
Q2 | $57.7K | Sell |
135
-8
| -6% | -$3.42K | 0.01% | 142 |
|
|
2024
Q1 | $62.7K | Buy |
143
+8
| +6% | +$3.51K | 0.01% | 124 |
|
|
2023
Q4 | $51.3K | Buy |
+135
| New | +$51.3K | 0.01% | 131 |
|