TruWealth Advisors’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 | $2.17M | Sell |
4,060
-134
| -3% | -$71.5K | 0.12% | 77 |
|
|
2025
Q1 | $2.03M | Hold |
4,194
| – | – | 0.12% | 74 |
|
|
2024
Q4 | $2.23M | Sell |
4,194
-95
| -2% | -$50.6K | 0.13% | 71 |
|
|
2024
Q3 | $2.02M | Hold |
4,289
| – | – | 0.12% | 72 |
|
|
2024
Q2 | $1.83M | Sell |
4,289
-336
| -7% | -$144K | 0.12% | 69 |
|
|
2024
Q1 | $2.03M | Sell |
4,625
-100
| -2% | -$43.8K | 0.14% | 68 |
|
|
2023
Q4 | $1.79M | Hold |
4,725
| – | – | 0.14% | 65 |
|
|
2023
Q3 | $1.56M | Hold |
4,725
| – | – | 0.13% | 68 |
|
|
2023
Q2 | $1.57M | Sell |
4,725
-120
| -2% | -$39.9K | 0.13% | 68 |
|
|
2023
Q1 | $1.48M | Sell |
4,845
-290
| -6% | -$88.9K | 0.14% | 69 |
|
|
2022
Q4 | $1.6M | Sell |
5,135
-220
| -4% | -$68.5K | 0.16% | 67 |
|
|
2022
Q3 | $1.35M | Hold |
5,355
| – | – | 0.14% | 68 |
|
|
2022
Q2 | $1.27M | Sell |
5,355
-10
| -0.2% | -$2.38K | 0.14% | 65 |
|
|
2022
Q1 | $1.61M | Sell |
5,365
-159
| -3% | -$47.7K | 0.17% | 58 |
|
|
2021
Q4 | $1.67M | Hold |
5,524
| – | – | 0.17% | 55 |
|
|
2021
Q3 | $1.46M | Sell |
5,524
-100
| -2% | -$26.4K | 0.16% | 57 |
|
|
2021
Q2 | $1.4M | Hold |
5,624
| – | – | 0.16% | 56 |
|
|
2021
Q1 | $1.31M | Sell |
5,624
-55
| -1% | -$12.8K | 0.18% | 53 |
|
|
2020
Q4 | $1.1M | Buy |
+5,679
| New | +$1.1M | 0.16% | 52 |
|