West Paces Advisors’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 |
-126
| Closed | -$61K | – | 215 |
|
|
2025
Q1 | $61K | Hold |
126
| – | – | 0.01% | 210 |
|
|
2024
Q4 | $67.1K | Hold |
126
| – | – | 0.02% | 208 |
|
|
2024
Q3 | $59.2K | Sell |
126
-16
| -11% | -$7.52K | 0.01% | 215 |
|
|
2024
Q2 | $60.7K | Hold |
142
| – | – | 0.02% | 202 |
|
|
2024
Q1 | $62.3K | Sell |
142
-3
| -2% | -$1.32K | 0.02% | 206 |
|
|
2023
Q4 | $55.1K | Buy |
145
+3
| +2% | +$1.14K | 0.02% | 212 |
|
|
2023
Q3 | $46.8K | Hold |
142
| – | – | 0.01% | 220 |
|
|
2023
Q2 | $47.2K | Hold |
142
| – | – | 0.01% | 228 |
|
|
2023
Q1 | $43.5K | Hold |
142
| – | – | 0.01% | 235 |
|
|
2022
Q4 | $44.2K | Hold |
142
| – | – | 0.01% | 232 |
|
|
2022
Q3 | $35.8K | Hold |
142
| – | – | 0.01% | 232 |
|
|
2022
Q2 | $33.8K | Hold |
142
| – | – | 0.01% | 250 |
|
|
2022
Q1 | $42.7K | Sell |
142
-19
| -12% | -$5.71K | 0.01% | 239 |
|
|
2021
Q4 | $48.6K | Buy |
161
+10
| +7% | +$3.02K | 0.02% | 235 |
|
|
2021
Q3 | $39.9K | Hold |
151
| – | – | 0.01% | 231 |
|
|
2021
Q2 | $37.6K | Buy |
151
+9
| +6% | +$2.24K | 0.01% | 227 |
|
|
2021
Q1 | $33K | Hold |
142
| – | – | 0.01% | 223 |
|
|
2020
Q4 | $27.6K | Hold |
142
| – | – | 0.01% | 226 |
|
|
2020
Q3 | $21.9K | Hold |
142
| – | – | 0.01% | 238 |
|
|
2020
Q2 | $21.3K | Sell |
142
-15
| -10% | -$2.25K | 0.01% | 244 |
|
|
2020
Q1 | $16.1K | Sell |
157
-23
| -13% | -$2.36K | 0.01% | 256 |
|
|
2019
Q4 | $30K | Hold |
180
| – | – | 0.02% | 237 |
|
|
2019
Q3 | $26.5K | Hold |
180
| – | – | 0.02% | 231 |
|
|
2019
Q2 | $26.1K | Sell |
180
-17
| -9% | -$2.47K | 0.02% | 219 |
|
|
2019
Q1 | $25.2K | Hold |
197
| – | – | 0.02% | 228 |
|
|
2018
Q4 | $20.6K | Hold |
197
| – | – | 0.02% | 240 |
|
|
2018
Q3 | $29.1K | Hold |
197
| – | – | 0.02% | 224 |
|
|
2018
Q2 | $27.6K | Buy |
197
+32
| +19% | +$4.48K | 0.02% | 226 |
|
|
2018
Q1 | $24.4K | Hold |
165
| – | – | 0.02% | 227 |
|
|
2017
Q4 | $28K | Hold |
165
| – | – | 0.02% | 231 |
|
|
2017
Q3 | $24.5K | Hold |
165
| – | – | 0.02% | 241 |
|
|
2017
Q2 | $21K | Hold |
165
| – | – | 0.02% | 243 |
|
|
2017
Q1 | $21.4K | Hold |
165
| – | – | 0.02% | 244 |
|
|
2016
Q4 | $18.3K | Buy |
+165
| New | +$18.3K | 0.02% | 261 |
|