Pathstone Family Office’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.7M | Buy |
11,146
+3,863
| +53% | +$1.28M | 0.03% | 332 |
|
|
2023
Q2 | $2.42M | Buy |
7,283
+852
| +13% | +$283K | 0.03% | 285 |
|
|
2023
Q1 | $2.02M | Sell |
6,431
-10,235
| -61% | -$3.22M | 0.03% | 286 |
|
|
2022
Q4 | $4.61M | Buy |
16,666
+2,813
| +20% | +$778K | 0.04% | 296 |
|
|
2022
Q3 | $3.53M | Buy |
13,853
+8,976
| +184% | +$2.29M | 0.03% | 296 |
|
|
2022
Q2 | $1.16M | Buy |
4,877
+307
| +7% | +$73K | 0.03% | 312 |
|
|
2022
Q1 | $1.4M | Buy |
4,570
+306
| +7% | +$93.6K | 0.03% | 249 |
|
|
2021
Q4 | $1.29M | Buy |
4,264
+943
| +28% | +$285K | 0.03% | 276 |
|
|
2021
Q3 | $877K | Buy |
3,321
+2
| +0.1% | +$528 | 0.03% | 330 |
|
|
2021
Q2 | $826K | Buy |
3,319
+103
| +3% | +$25.6K | 0.02% | 324 |
|
|
2021
Q1 | $747K | Buy |
3,216
+3,155
| +5,172% | +$733K | 0.03% | 263 |
|
|
2020
Q4 | $12K | Buy |
+61
| New | +$12K | ﹤0.01% | 828 |
|
|
2019
Q2 | – | Sell |
-40
| Closed | -$5K | – | 635 |
|
|
2019
Q1 | $5K | Buy |
+40
| New | +$5K | ﹤0.01% | 582 |
|
|
2018
Q3 | – | Sell |
-40
| Closed | -$6K | – | 232 |
|
|
2018
Q2 | $6K | Sell |
40
-2
| -5% | -$300 | ﹤0.01% | 137 |
|
|
2018
Q1 | $6K | Buy |
+42
| New | +$6K | ﹤0.01% | 261 |
|
|
2017
Q2 | – | Sell |
-22
| Closed | -$3K | – | 394 |
|
|
2017
Q1 | $3K | Buy |
+22
| New | +$3K | ﹤0.01% | 342 |
|
|
2014
Q4 | – | Sell |
-152
| Closed | -$19K | – | 117 |
|
|
2014
Q3 | $19K | Buy |
+152
| New | +$19K | 0.06% | 133 |
|