PWM
Prentice Wealth Management’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Sell |
3,085
-143
| -4% | -$76.3K | 0.43% | 30 |
|
|
2025
Q1 | $1.56M | Sell |
3,228
-254
| -7% | -$123K | 0.45% | 31 |
|
|
2024
Q4 | $1.85M | Sell |
3,482
-140
| -4% | -$74.5K | 0.54% | 27 |
|
|
2024
Q3 | $1.7M | Sell |
3,622
-48
| -1% | -$22.6K | 0.51% | 29 |
|
|
2024
Q2 | $1.57M | Sell |
3,670
-40
| -1% | -$17.1K | 0.51% | 29 |
|
|
2024
Q1 | $1.63M | Buy |
3,710
+19
| +0.5% | +$8.33K | 0.56% | 28 |
|
|
2023
Q4 | $1.4M | Buy |
3,691
+57
| +2% | +$21.7K | 0.55% | 25 |
|
|
2023
Q3 | $1.2M | Sell |
3,634
-89
| -2% | -$29.3K | 0.54% | 22 |
|
|
2023
Q2 | $1.24M | Sell |
3,723
-12
| -0.3% | -$3.99K | 0.56% | 24 |
|
|
2023
Q1 | $1.14M | Sell |
3,735
-220
| -6% | -$67.4K | 0.55% | 23 |
|
|
2022
Q4 | $1.23M | Sell |
3,955
-122
| -3% | -$38K | 0.62% | 21 |
|
|
2022
Q3 | $1.03M | Buy |
4,077
+56
| +1% | +$14.2K | 0.56% | 23 |
|
|
2022
Q2 | $956K | Buy |
4,021
+165
| +4% | +$39.2K | 0.97% | 16 |
|
|
2022
Q1 | $1.17M | Buy |
3,856
+13
| +0.3% | +$3.93K | 0.56% | 21 |
|
|
2021
Q4 | $1.16M | Sell |
3,843
-42
| -1% | -$12.7K | 0.54% | 22 |
|
|
2021
Q3 | $1.03M | Buy |
3,885
+12
| +0.3% | +$3.17K | 0.5% | 23 |
|
|
2021
Q2 | $964K | Buy |
3,873
+38
| +1% | +$9.46K | 0.49% | 20 |
|
|
2021
Q1 | $891K | Buy |
+3,835
| New | +$891K | 0.5% | 20 |
|