Weil Company’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 | $641K | Buy |
1,201
+1
| +0.1% | +$534 | 0.17% | 75 |
|
|
2025
Q1 | $581K | Hold |
1,200
| – | – | 0.17% | 67 |
|
|
2024
Q4 | $639K | Hold |
1,200
| – | – | 0.22% | 67 |
|
|
2024
Q3 | $564K | Hold |
1,200
| – | – | 0.18% | 87 |
|
|
2024
Q2 | $513K | Hold |
1,200
| – | – | 0.19% | 89 |
|
|
2024
Q1 | $526K | Hold |
1,200
| – | – | 0.21% | 87 |
|
|
2023
Q4 | $456K | Hold |
1,200
| – | – | 0.2% | 85 |
|
|
2023
Q3 | $396K | Hold |
1,200
| – | – | 0.2% | 91 |
|
|
2023
Q2 | $399K | Hold |
1,200
| – | – | 0.18% | 101 |
|
|
2023
Q1 | $368K | Hold |
1,200
| – | – | 0.17% | 99 |
|
|
2022
Q4 | $374K | Hold |
1,200
| – | – | 0.17% | 93 |
|
|
2022
Q3 | $302K | Hold |
1,200
| – | – | 0.19% | 95 |
|
|
2022
Q2 | $285K | Hold |
1,200
| – | – | 0.16% | 100 |
|
|
2022
Q1 | $360K | Hold |
1,200
| – | – | 0.18% | 95 |
|
|
2021
Q4 | $362K | Hold |
1,200
| – | – | 0.17% | 99 |
|
|
2021
Q3 | $317K | Hold |
1,200
| – | – | 0.16% | 105 |
|
|
2021
Q2 | $299K | Hold |
1,200
| – | – | 0.15% | 115 |
|
|
2021
Q1 | $279K | Hold |
1,200
| – | – | 0.16% | 115 |
|
|
2020
Q4 | $233K | Buy |
+1,200
| New | +$233K | 0.14% | 120 |
|
|
2020
Q1 | – | Sell |
-1,230
| Closed | -$205K | – | 98 |
|
|
2019
Q4 | $205K | Buy |
1,230
+30
| +3% | +$5K | 0.16% | 102 |
|
|
2019
Q3 | $177K | Buy |
+1,200
| New | +$177K | 0.13% | 96 |
|
|
2018
Q1 | – | Sell |
-1,200
| Closed | -$203K | – | 92 |
|
|
2017
Q4 | $203K | Buy |
+1,200
| New | +$203K | 0.19% | 86 |
|