West Coast Financial’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 | – | Sell |
-1,409
| Closed | -$682K | – | 9 |
|
|
2025
Q1 | $682K | Hold |
1,409
| – | – | 0.08% | 89 |
|
|
2024
Q4 | $750K | Sell |
1,409
-7
| -0.5% | -$3.73K | 0.08% | 86 |
|
|
2024
Q3 | $665K | Buy |
1,416
+7
| +0.5% | +$3.29K | 0.07% | 94 |
|
|
2024
Q2 | $602K | Hold |
1,409
| – | – | 0.07% | 92 |
|
|
2024
Q1 | $618K | Buy |
1,409
+50
| +4% | +$21.9K | 0.07% | 90 |
|
|
2023
Q4 | $516K | Buy |
+1,359
| New | +$516K | 0.07% | 93 |
|