West Oak Capital’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 | $2.38K | Sell |
445
-5
| -1% | -$27 | 0.09% | 115 |
|
|
2025
Q1 | $2.18K | Hold |
450
| – | – | 0.08% | 113 |
|
|
2024
Q4 | $2.4M | Hold |
450
| – | – | 0.08% | 108 |
|
|
2024
Q3 | $2.11K | Sell |
450
-60
| -12% | -$282 | 0.04% | 115 |
|
|
2024
Q2 | $218K | Buy |
510
+170
| +50% | +$72.6K | 0.09% | 113 |
|
|
2024
Q1 | $149K | Hold |
340
| – | – | 0.06% | 138 |
|
|
2023
Q4 | $128K | Hold |
340
| – | – | 0.06% | 141 |
|
|
2023
Q3 | $112K | Buy |
340
+65
| +24% | +$21.4K | 0.06% | 140 |
|
|
2023
Q2 | $91.3K | Hold |
275
| – | – | 0.04% | 151 |
|
|
2023
Q1 | $84.3K | Buy |
+275
| New | +$84.3K | 0.04% | 153 |
|
|
2018
Q2 | – | Sell |
-100
| Closed | -$14.8K | – | 331 |
|
|
2018
Q1 | $14.8K | Hold |
100
| – | – | 0.01% | 255 |
|
|
2017
Q4 | $16.9K | Buy |
+100
| New | +$16.9K | 0.01% | 221 |
|
|
2017
Q1 | – | Sell |
-300
| Closed | -$33.3K | – | 374 |
|
|
2016
Q4 | $33.3K | Sell |
300
-42
| -12% | -$4.66K | 0.02% | 206 |
|
|
2016
Q3 | $34.1K | Buy |
+342
| New | +$34.1K | 0.02% | 203 |
|