Pinnacle Wealth Planning Services’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 | $458K | Buy |
859
+130
| +18% | +$69.4K | 0.06% | 211 |
|
|
2025
Q1 | $353K | Buy |
729
+26
| +4% | +$12.6K | 0.05% | 226 |
|
|
2024
Q4 | $374K | Sell |
703
-261
| -27% | -$139K | 0.06% | 206 |
|
|
2024
Q3 | $453K | Sell |
964
-12
| -1% | -$5.64K | 0.06% | 205 |
|
|
2024
Q2 | $417K | Sell |
976
-1
| -0.1% | -$427 | 0.06% | 211 |
|
|
2024
Q1 | $428K | Sell |
977
-3
| -0.3% | -$1.32K | 0.06% | 220 |
|
|
2023
Q4 | $372K | Sell |
980
-1
| -0.1% | -$380 | 0.06% | 219 |
|
|
2023
Q3 | $323K | Sell |
981
-4
| -0.4% | -$1.32K | 0.05% | 239 |
|
|
2023
Q2 | $327K | Sell |
985
-6
| -0.6% | -$1.99K | 0.05% | 245 |
|
|
2023
Q1 | $304K | Sell |
991
-12
| -1% | -$3.68K | 0.05% | 265 |
|
|
2022
Q4 | $312K | Buy |
1,003
+80
| +9% | +$24.9K | 0.06% | 255 |
|
|
2022
Q3 | $232K | Buy |
923
+7
| +0.8% | +$1.76K | 0.04% | 289 |
|
|
2022
Q2 | $218K | Buy |
916
+10
| +1% | +$2.38K | 0.04% | 322 |
|
|
2022
Q1 | $272K | Sell |
906
-5
| -0.5% | -$1.5K | 0.05% | 286 |
|
|
2021
Q4 | $275K | Buy |
911
+99
| +12% | +$29.9K | 0.05% | 273 |
|
|
2021
Q3 | $214K | Buy |
812
+5
| +0.6% | +$1.32K | 0.05% | 315 |
|
|
2021
Q2 | $201K | Buy |
+807
| New | +$201K | 0.05% | 312 |
|
|
2021
Q1 | – | Sell |
-808
| Closed | -$157K | – | 412 |
|
|
2020
Q4 | $157K | Buy |
+808
| New | +$157K | 0.04% | 330 |
|
|
2020
Q1 | – | Sell |
-2,085
| Closed | -$347K | – | 238 |
|
|
2019
Q4 | $347K | Sell |
2,085
-14
| -0.7% | -$2.33K | 0.16% | 130 |
|
|
2019
Q3 | $308K | Buy |
2,099
+440
| +27% | +$64.6K | 0.17% | 122 |
|
|
2019
Q2 | $241K | Sell |
1,659
-4
| -0.2% | -$581 | 0.15% | 139 |
|
|
2019
Q1 | $213K | Buy |
+1,663
| New | +$213K | 0.14% | 139 |
|
|
2018
Q4 | – | Sell |
-1,668
| Closed | -$246K | – | 146 |
|
|
2018
Q3 | $246K | Buy |
1,668
+25
| +2% | +$3.69K | 0.22% | 141 |
|
|
2018
Q2 | $229K | Buy |
1,643
+120
| +8% | +$16.7K | 0.22% | 147 |
|
|
2018
Q1 | $226K | Buy |
1,523
+1,195
| +364% | +$177K | 0.23% | 147 |
|
|
2017
Q4 | $55K | Buy |
+328
| New | +$55K | 0.11% | 121 |
|