Venturi Wealth Management’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-196
| Closed | -$104K | – | 619 |
|
|
2024
Q4 | $104K | Buy |
196
+2
| +1% | +$1.07K | 0.01% | 757 |
|
|
2024
Q3 | $91.1K | Sell |
194
-7
| -3% | -$3.29K | ﹤0.01% | 588 |
|
|
2024
Q2 | $85.9K | Buy |
201
+175
| +673% | +$74.8K | 0.01% | 532 |
|
|
2024
Q1 | $11.4K | Sell |
26
-15
| -37% | -$6.58K | ﹤0.01% | 901 |
|
|
2023
Q4 | $15.6K | Buy |
41
+31
| +310% | +$11.8K | ﹤0.01% | 770 |
|
|
2023
Q3 | $3.3K | Buy |
10
+8
| +400% | +$2.64K | ﹤0.01% | 1071 |
|
|
2023
Q2 | $665 | Buy |
+2
| New | +$665 | ﹤0.01% | 1051 |
|