WealthTrust Axiom’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 | $399K | Hold |
748
| – | – | 0.12% | 154 |
|
|
2025
Q1 | $362K | Hold |
748
| – | – | 0.11% | 169 |
|
|
2024
Q4 | $398K | Sell |
748
-10
| -1% | -$5.33K | 0.12% | 162 |
|
|
2024
Q3 | $356K | Buy |
758
+83
| +12% | +$39K | 0.11% | 173 |
|
|
2024
Q2 | $288K | Hold |
675
| – | – | 0.1% | 183 |
|
|
2024
Q1 | $296K | Sell |
675
-93
| -12% | -$40.8K | 0.1% | 181 |
|
|
2023
Q4 | $292K | Buy |
+768
| New | +$292K | 0.1% | 181 |
|
|
2023
Q3 | – | Sell |
-947
| Closed | -$315K | – | 241 |
|
|
2023
Q2 | $315K | Hold |
947
| – | – | 0.1% | 175 |
|
|
2023
Q1 | $290K | Sell |
947
-3
| -0.3% | -$919 | 0.1% | 184 |
|
|
2022
Q4 | $296K | Hold |
950
| – | – | 0.1% | 167 |
|
|
2022
Q3 | $239K | Hold |
950
| – | – | 0.09% | 187 |
|
|
2022
Q2 | $225K | Hold |
950
| – | – | 0.08% | 201 |
|
|
2022
Q1 | $285K | Hold |
950
| – | – | 0.09% | 184 |
|
|
2021
Q4 | $286K | Hold |
950
| – | – | 0.09% | 184 |
|
|
2021
Q3 | $250K | Hold |
950
| – | – | 0.08% | 193 |
|
|
2021
Q2 | $236K | Hold |
950
| – | – | 0.08% | 208 |
|
|
2021
Q1 | $220K | Buy |
+950
| New | +$220K | 0.07% | 200 |
|