WI
WBI Investments’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Buy |
2,843
+2,133
| +300% | +$1.14M | 0.39% | 72 |
|
|
2025
Q1 | $344K | Sell |
710
-778
| -52% | -$377K | 0.09% | 162 |
|
|
2024
Q4 | $792K | Buy |
+1,488
| New | +$792K | 0.2% | 131 |
|
|
2024
Q2 | – | Sell |
-3,519
| Closed | -$1.54M | – | 166 |
|
|
2024
Q1 | $1.54M | Buy |
3,519
+355
| +11% | +$156K | 0.32% | 81 |
|
|
2023
Q4 | $1.2M | Buy |
+3,164
| New | +$1.2M | 0.24% | 99 |
|
|
2023
Q3 | – | Sell |
-5,574
| Closed | -$1.85M | – | 183 |
|
|
2023
Q2 | $1.85M | Buy |
+5,574
| New | +$1.85M | 0.34% | 87 |
|
|
2021
Q2 | – | Sell |
-20,497
| Closed | -$4.77M | – | 183 |
|
|
2021
Q1 | $4.77M | Buy |
+20,497
| New | +$4.77M | 0.75% | 25 |
|
|
2020
Q1 | – | Sell |
-47,455
| Closed | -$7.91M | – | 92 |
|
|
2019
Q4 | $7.91M | Buy |
47,455
+40,830
| +616% | +$6.8M | 0.84% | 21 |
|
|
2019
Q3 | $975K | Sell |
6,625
-26,909
| -80% | -$3.96M | 0.09% | 128 |
|
|
2019
Q2 | $4.87M | Buy |
+33,534
| New | +$4.87M | 0.43% | 50 |
|
|
2018
Q1 | – | Sell |
-182,332
| Closed | -$30.9M | – | 191 |
|
|
2017
Q4 | $30.9M | Buy |
182,332
+3,993
| +2% | +$677K | 1.43% | 16 |
|
|
2017
Q3 | $26.5M | Buy |
+178,339
| New | +$26.5M | 1.17% | 18 |
|
|
2017
Q1 | – | Sell |
-50,583
| Closed | -$5.61M | – | 284 |
|
|
2016
Q4 | $5.61M | Sell |
50,583
-153,745
| -75% | -$17.1M | 0.24% | 74 |
|
|
2016
Q3 | $20.4M | Buy |
+204,328
| New | +$20.4M | 0.78% | 35 |
|
|
2016
Q2 | – | Sell |
-470,405
| Closed | -$44.2M | – | 162 |
|
|
2016
Q1 | $44.2M | Buy |
+470,405
| New | +$44.2M | 1.65% | 21 |
|
|
2015
Q3 | – | Sell |
-54,093
| Closed | -$6.76M | – | 150 |
|
|
2015
Q2 | $6.76M | Buy |
+54,093
| New | +$6.76M | 0.17% | 107 |
|