Pinnacle Wealth Planning Services’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $458K | Buy |
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|
2025
Q1 | $353K | Buy |
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|
2024
Q4 | $374K | Sell |
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|
2024
Q3 | $453K | Sell |
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|
2024
Q2 | $417K | Sell |
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|
2024
Q1 | $428K | Sell |
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|
2023
Q4 | $372K | Sell |
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|
2023
Q3 | $323K | Sell |
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|
2023
Q2 | $327K | Sell |
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|
2023
Q1 | $304K | Sell |
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|
2022
Q4 | $312K | Buy |
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|
2022
Q3 | $232K | Buy |
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|
2022
Q2 | $218K | Buy |
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|
2022
Q1 | $272K | Sell |
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|
2021
Q4 | $275K | Buy |
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|
2021
Q3 | $214K | Buy |
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|
2021
Q2 | $201K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $157K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $347K | Sell |
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|
2019
Q3 | $308K | Buy |
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|
2019
Q2 | $241K | Sell |
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|
2019
Q1 | $213K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $246K | Buy |
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|
2018
Q2 | $229K | Buy |
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|
2018
Q1 | $226K | Buy |
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|
2017
Q4 | $55K | Buy |
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