Vishria Bird Financial Group’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 | $1.4M | Buy |
2,628
+454
| +21% | +$242K | 0.47% | 29 |
|
|
2025
Q1 | $1.05M | Hold |
2,174
| – | – | 0.36% | 34 |
|
|
2024
Q4 | $1.16M | Hold |
2,174
| – | – | 0.41% | 32 |
|
|
2024
Q3 | $1.02M | Buy |
2,174
+180
| +9% | +$84.5K | 0.39% | 33 |
|
|
2024
Q2 | $852K | Buy |
1,994
+449
| +29% | +$192K | 0.36% | 32 |
|
|
2024
Q1 | $677K | Hold |
1,545
| – | – | 0.29% | 36 |
|
|
2023
Q4 | $587K | Buy |
1,545
+1
| +0.1% | +$380 | 0.28% | 36 |
|
|
2023
Q3 | $509K | Buy |
1,544
+93
| +6% | +$30.7K | 0.29% | 35 |
|
|
2023
Q2 | $482K | Hold |
1,451
| – | – | 0.29% | 33 |
|
|
2023
Q1 | $445K | Buy |
1,451
+442
| +44% | +$136K | 0.28% | 36 |
|
|
2022
Q4 | $314K | Hold |
1,009
| – | – | 0.22% | 45 |
|
|
2022
Q3 | $254K | Hold |
1,009
| – | – | 0.17% | 46 |
|
|
2022
Q2 | $240K | Buy |
+1,009
| New | +$240K | 0.16% | 50 |
|
|
2019
Q3 | – | Sell |
-5,083
| Closed | -$738K | – | 50 |
|
|
2019
Q2 | $738K | Buy |
5,083
+406
| +9% | +$58.9K | 0.74% | 20 |
|
|
2019
Q1 | $599K | Hold |
4,677
| – | – | 0.61% | 24 |
|
|
2018
Q4 | $488K | Hold |
4,677
| – | – | 0.54% | 25 |
|
|
2018
Q3 | $691K | Hold |
4,677
| – | – | 0.59% | 21 |
|
|
2018
Q2 | $654K | Buy |
+4,677
| New | +$654K | 0.61% | 20 |
|