Pinnacle Wealth Management Advisory Group’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
$391K Buy
733
+21
+3% +$11.2K 0.03% 256
2025
Q1
$345K Buy
712
+21
+3% +$10.2K 0.03% 266
2024
Q4
$368K Sell
691
-33
-5% -$17.6K 0.03% 250
2024
Q3
$340K Sell
724
-4
-0.5% -$1.88K 0.03% 257
2024
Q2
$311K Sell
728
-16
-2% -$6.84K 0.03% 261
2024
Q1
$326K Sell
744
-52
-7% -$22.8K 0.04% 245
2023
Q4
$302K Sell
796
-16
-2% -$6.08K 0.04% 243
2023
Q3
$268K Buy
812
+76
+10% +$25.1K 0.03% 251
2023
Q2
$244K Sell
736
-172
-19% -$57.1K 0.03% 276
2023
Q1
$278K Buy
908
+153
+20% +$46.9K 0.04% 246
2022
Q4
$235K Buy
+755
New +$235K 0.04% 262
2020
Q1
Sell
-1,325
Closed -$221K 162
2019
Q4
$221K Sell
1,325
-195
-13% -$32.5K 0.08% 168
2019
Q3
$224K Sell
1,520
-45
-3% -$6.63K 0.09% 161
2019
Q2
$227K Sell
1,565
-160
-9% -$23.2K 0.1% 170
2019
Q1
$221K Buy
+1,725
New +$221K 0.1% 165