WBC
West Branch Capital’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $81.7K | Hold |
153
| – | – | 0.02% | 122 |
|
|
2025
Q1 | $74.1K | Hold |
153
| – | – | 0.02% | 131 |
|
|
2024
Q4 | $81.5K | Hold |
153
| – | – | 0.03% | 132 |
|
|
2024
Q3 | $71.9K | Hold |
153
| – | – | 0.02% | 139 |
|
|
2024
Q2 | $65.4K | Hold |
153
| – | – | 0.02% | 146 |
|
|
2024
Q1 | $67.1K | Sell |
153
-11
| -7% | -$4.82K | 0.03% | 147 |
|
|
2023
Q4 | $62.3K | Buy |
164
+11
| +7% | +$4.18K | 0.03% | 147 |
|
|
2023
Q3 | $50.4K | Hold |
153
| – | – | 0.03% | 159 |
|
|
2023
Q2 | $50.8K | Hold |
153
| – | – | 0.03% | 162 |
|
|
2023
Q1 | $46.9K | Hold |
153
| – | – | 0.03% | 172 |
|
|
2022
Q4 | $47.6K | Hold |
153
| – | – | 0.03% | 171 |
|
|
2022
Q3 | $39K | Hold |
153
| – | – | 0.02% | 185 |
|
|
2022
Q2 | $36K | Hold |
153
| – | – | 0.02% | 190 |
|
|
2022
Q1 | $46K | Hold |
153
| – | – | 0.02% | 190 |
|
|
2021
Q4 | $46K | Hold |
153
| – | – | 0.02% | 203 |
|
|
2021
Q3 | $40K | Hold |
153
| – | – | 0.02% | 199 |
|
|
2021
Q2 | $38K | Buy |
+153
| New | +$38K | 0.02% | 209 |
|