WOSD
WFA of San Diego’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.3K | Buy |
+68
| New | +$36.3K | 0.03% | 230 |
|
|
2024
Q3 | $31.9K | Hold |
68
| – | – | 0.03% | 214 |
|
|
2024
Q2 | $29K | Buy |
+68
| New | +$29K | 0.03% | 217 |
|
|
2023
Q3 | $22.4K | Hold |
68
| – | – | 0.02% | 231 |
|
|
2023
Q2 | $22.6K | Buy |
+68
| New | +$22.6K | 0.02% | 223 |
|
|
2023
Q1 | – | Sell |
-68
| Closed | -$21.2K | – | 89 |
|
|
2022
Q4 | $21.2K | Buy |
+68
| New | +$21.2K | 0.02% | 285 |
|
|
2022
Q3 | – | Sell |
-60
| Closed | -$14K | – | 103 |
|
|
2022
Q2 | $14K | Buy |
+60
| New | +$14K | 0.01% | 247 |
|