WBH Advisory’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 | $263K | Sell |
493
-150
| -23% | -$80.1K | 0.02% | 300 |
|
|
2025
Q1 | $311K | Hold |
643
| – | – | 0.03% | 267 |
|
|
2024
Q4 | $342K | Sell |
643
-9
| -1% | -$4.79K | 0.03% | 253 |
|
|
2024
Q3 | $306K | Buy |
652
+9
| +1% | +$4.23K | 0.03% | 263 |
|
|
2024
Q2 | $275K | Hold |
643
| – | – | 0.03% | 265 |
|
|
2024
Q1 | $282K | Buy |
643
+3
| +0.5% | +$1.32K | 0.03% | 270 |
|
|
2023
Q4 | $243K | Hold |
640
| – | – | 0.03% | 282 |
|
|
2023
Q3 | $211K | Hold |
640
| – | – | 0.03% | 280 |
|
|
2023
Q2 | $213K | Buy |
+640
| New | +$213K | 0.03% | 285 |
|