West Oak Capital’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.25K | Sell |
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|
2025
Q2 | $2.38K | Sell |
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|
2025
Q1 | $2.18K | Hold |
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|
2024
Q4 | $2.4M | Hold |
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|
2024
Q3 | $2.11K | Sell |
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|
2024
Q2 | $218K | Buy |
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|
2024
Q1 | $149K | Hold |
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|
2023
Q4 | $128K | Hold |
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|
2023
Q3 | $112K | Buy |
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|
2023
Q2 | $91.3K | Hold |
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|
2023
Q1 | $84.3K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $14.8K | Hold |
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|
2017
Q4 | $16.9K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $33.3K | Sell |
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|
2016
Q3 | $34.1K | Buy |
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