Perigon 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 | $4.14M | Buy |
7,754
+354
| +5% | +$189K | 0.1% | 210 |
|
|
2025
Q1 | $3.58M | Sell |
7,400
-75
| -1% | -$36.3K | 0.09% | 216 |
|
|
2024
Q4 | $4.08M | Buy |
7,475
+5
| +0.1% | +$2.73K | 0.1% | 189 |
|
|
2024
Q3 | $3.51M | Sell |
7,470
-391
| -5% | -$184K | 0.09% | 201 |
|
|
2024
Q2 | $3.36M | Buy |
7,861
+31
| +0.4% | +$13.2K | 0.1% | 185 |
|
|
2024
Q1 | $3.43M | Sell |
7,830
-29
| -0.4% | -$12.7K | 0.1% | 179 |
|
|
2023
Q4 | $2.99M | Sell |
7,859
-13
| -0.2% | -$4.94K | 0.1% | 178 |
|
|
2023
Q3 | $2.6M | Buy |
7,872
+246
| +3% | +$81.1K | 0.11% | 177 |
|
|
2023
Q2 | $2.53M | Buy |
7,626
+71
| +0.9% | +$23.6K | 0.1% | 184 |
|
|
2023
Q1 | $2.32M | Sell |
7,555
-46
| -0.6% | -$14.1K | 0.13% | 165 |
|
|
2022
Q4 | $2.37M | Buy |
7,601
+626
| +9% | +$195K | 0.15% | 154 |
|
|
2022
Q3 | $1.76M | Sell |
6,975
-182
| -3% | -$45.8K | 0.15% | 136 |
|
|
2022
Q2 | $1.7M | Buy |
7,157
+128
| +2% | +$30.4K | 0.14% | 143 |
|
|
2022
Q1 | $2.11M | Buy |
7,029
+28
| +0.4% | +$8.41K | 0.15% | 129 |
|
|
2021
Q4 | $2.11M | Buy |
7,001
+26
| +0.4% | +$7.84K | 0.15% | 127 |
|
|
2021
Q3 | $1.84M | Buy |
6,975
+39
| +0.6% | +$10.3K | 0.16% | 122 |
|
|
2021
Q2 | $1.73M | Sell |
6,936
-96
| -1% | -$23.9K | 0.15% | 126 |
|
|
2021
Q1 | $1.64M | Sell |
7,032
-22
| -0.3% | -$5.12K | 0.17% | 119 |
|
|
2020
Q4 | $1.37M | Buy |
7,054
+139
| +2% | +$27K | 0.16% | 108 |
|
|
2020
Q3 | $1.07M | Buy |
+6,915
| New | +$1.07M | 0.15% | 118 |
|
|
2018
Q2 | – | Sell |
-125
| Closed | -$18K | – | 251 |
|
|
2018
Q1 | $18K | Hold |
125
| – | – | 0.01% | 452 |
|
|
2017
Q4 | $21K | Sell |
125
-675
| -84% | -$113K | 0.01% | 402 |
|
|
2017
Q3 | $119K | Hold |
800
| – | – | 0.04% | 240 |
|
|
2017
Q2 | $102K | Hold |
800
| – | – | 0.02% | 302 |
|
|
2017
Q1 | $104K | Sell |
800
-125
| -14% | -$16.3K | 0.02% | 297 |
|
|
2016
Q4 | $123K | Hold |
925
| – | – | 0.03% | 272 |
|
|
2016
Q3 | $92K | Buy |
925
+125
| +16% | +$12.4K | 0.02% | 248 |
|
|
2016
Q2 | $72K | Hold |
800
| – | – | 0.02% | 252 |
|
|
2016
Q1 | $75K | Buy |
+800
| New | +$75K | 0.02% | 178 |
|