TWA
TCI Wealth Advisors’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Sell |
467
-5
| -1% | -$2.67K | 0.02% | 206 |
|
|
2025
Q1 | $229K | Buy |
472
+3
| +0.6% | +$1.45K | 0.02% | 203 |
|
|
2024
Q4 | $250K | Hold |
469
| – | – | 0.02% | 195 |
|
|
2024
Q3 | $220K | Buy |
+469
| New | +$220K | 0.02% | 218 |
|
|
2023
Q2 | – | Sell |
-451
| Closed | -$138K | – | 303 |
|
|
2023
Q1 | $138K | Buy |
451
+119
| +36% | +$36.5K | 0.02% | 231 |
|
|
2022
Q4 | $103K | Hold |
332
| – | – | 0.01% | 257 |
|
|
2022
Q3 | $84K | Sell |
332
-45
| -12% | -$11.4K | 0.01% | 271 |
|
|
2022
Q2 | $90K | Sell |
377
-53
| -12% | -$12.7K | 0.01% | 262 |
|
|
2022
Q1 | $129K | Buy |
430
+52
| +14% | +$15.6K | 0.02% | 224 |
|
|
2021
Q4 | $114K | Sell |
378
-40
| -10% | -$12.1K | 0.02% | 249 |
|
|
2021
Q3 | $110K | Buy |
418
+54
| +15% | +$14.2K | 0.02% | 250 |
|
|
2021
Q2 | $91K | Buy |
364
+5
| +1% | +$1.25K | 0.02% | 276 |
|
|
2021
Q1 | $83K | Buy |
359
+26
| +8% | +$6.01K | 0.04% | 254 |
|
|
2020
Q4 | $65K | Hold |
333
| – | – | 0.03% | 268 |
|
|
2020
Q3 | $51K | Hold |
333
| – | – | 0.02% | 291 |
|
|
2020
Q2 | $50K | Sell |
333
-97
| -23% | -$14.6K | 0.02% | 295 |
|
|
2020
Q1 | $44K | Buy |
430
+97
| +29% | +$9.93K | 0.02% | 321 |
|
|
2019
Q4 | $55K | Hold |
333
| – | – | 0.02% | 356 |
|
|
2019
Q3 | $49K | Buy |
333
+3
| +0.9% | +$441 | 0.02% | 329 |
|
|
2019
Q2 | $48K | Hold |
330
| – | – | 0.02% | 313 |
|
|
2019
Q1 | $42K | Sell |
330
-29
| -8% | -$3.69K | 0.02% | 359 |
|
|
2018
Q4 | $37K | Sell |
359
-3
| -0.8% | -$309 | 0.02% | 357 |
|
|
2018
Q3 | $53K | Buy |
362
+3
| +0.8% | +$439 | 0.02% | 319 |
|
|
2018
Q2 | $50K | Hold |
359
| – | – | 0.02% | 316 |
|
|
2018
Q1 | $53K | Hold |
359
| – | – | 0.02% | 317 |
|
|
2017
Q4 | $61K | Hold |
359
| – | – | 0.03% | 308 |
|
|
2017
Q3 | $53K | Hold |
359
| – | – | 0.03% | 301 |
|
|
2017
Q2 | $46K | Buy |
359
+29
| +9% | +$3.72K | 0.02% | 317 |
|
|
2017
Q1 | $43K | Hold |
330
| – | – | 0.02% | 323 |
|
|
2016
Q4 | $37K | Hold |
330
| – | – | 0.02% | 372 |
|
|
2016
Q3 | $33K | Hold |
330
| – | – | 0.02% | 353 |
|
|
2016
Q2 | $30K | Sell |
330
-479
| -59% | -$43.5K | 0.02% | 357 |
|
|
2016
Q1 | $76K | Sell |
809
-1,171
| -59% | -$110K | 0.04% | 235 |
|
|
2015
Q4 | $211K | Buy |
1,980
+430
| +28% | +$45.8K | 0.12% | 130 |
|
|
2015
Q3 | $169K | Buy |
1,550
+1,030
| +198% | +$112K | 0.1% | 140 |
|
|
2015
Q2 | $65K | Buy |
520
+190
| +58% | +$23.8K | 0.04% | 247 |
|
|
2015
Q1 | $43K | Hold |
330
| – | – | 0.03% | 251 |
|
|
2014
Q4 | $44K | Buy |
330
+90
| +38% | +$12K | 0.03% | 257 |
|
|
2014
Q3 | $30K | Hold |
240
| – | – | 0.02% | 280 |
|
|
2014
Q2 | $29K | Hold |
240
| – | – | 0.02% | 303 |
|
|
2014
Q1 | $26K | Hold |
240
| – | – | 0.02% | 298 |
|
|
2013
Q4 | $28K | Hold |
240
| – | – | 0.02% | 311 |
|
|
2013
Q3 | $22K | Hold |
240
| – | – | 0.02% | 285 |
|
|
2013
Q2 | $19K | Buy |
+240
| New | +$19K | 0.01% | 305 |
|