Waldron Private Wealth’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 |
-794
| Closed | -$423K | – | 301 |
|
|
2024
Q4 | $423K | Buy |
794
+6
| +0.8% | +$3.2K | 0.02% | 276 |
|
|
2024
Q3 | $370K | Sell |
788
-31
| -4% | -$14.6K | 0.02% | 298 |
|
|
2024
Q2 | $350K | Buy |
819
+15
| +2% | +$6.41K | 0.02% | 287 |
|
|
2024
Q1 | $353K | Buy |
804
+5
| +0.6% | +$2.19K | 0.02% | 285 |
|
|
2023
Q4 | $303K | Sell |
799
-42
| -5% | -$16K | 0.01% | 306 |
|
|
2023
Q3 | $277K | Buy |
841
+26
| +3% | +$8.57K | 0.01% | 301 |
|
|
2023
Q2 | $271K | Sell |
815
-72
| -8% | -$23.9K | 0.01% | 304 |
|
|
2023
Q1 | $272K | Buy |
887
+11
| +1% | +$3.37K | 0.01% | 339 |
|
|
2022
Q4 | $220K | Hold |
876
| – | – | 0.01% | 341 |
|
|
2022
Q3 | $220K | Buy |
876
+20
| +2% | +$5.02K | 0.01% | 343 |
|
|
2022
Q2 | $203K | Buy |
856
+37
| +5% | +$8.78K | 0.01% | 362 |
|
|
2022
Q1 | $245K | Buy |
819
+34
| +4% | +$10.2K | 0.01% | 353 |
|
|
2021
Q4 | $236K | Hold |
785
| – | – | 0.01% | 342 |
|
|
2021
Q3 | $207K | Buy |
+785
| New | +$207K | 0.01% | 340 |
|