Whalerock Point Partners’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 | $216K | Buy |
+405
| New | +$216K | 0.05% | 182 |
|
|
2025
Q1 | – | Sell |
-402
| Closed | -$214K | – | 185 |
|
|
2024
Q4 | $214K | Sell |
402
-285
| -41% | -$152K | 0.05% | 179 |
|
|
2024
Q3 | $323K | Hold |
687
| – | – | 0.08% | 140 |
|
|
2024
Q2 | $293K | Hold |
687
| – | – | 0.08% | 130 |
|
|
2024
Q1 | $301K | Hold |
687
| – | – | 0.08% | 140 |
|
|
2023
Q4 | $261K | Hold |
687
| – | – | 0.08% | 136 |
|
|
2023
Q3 | $226K | Hold |
687
| – | – | 0.08% | 137 |
|
|
2023
Q2 | $228K | Buy |
687
+18
| +3% | +$5.98K | 0.08% | 140 |
|
|
2023
Q1 | $205K | Hold |
669
| – | – | 0.08% | 141 |
|
|
2022
Q4 | $208K | Buy |
+669
| New | +$208K | 0.08% | 137 |
|
|
2022
Q2 | – | Sell |
-669
| Closed | -$201K | – | 138 |
|
|
2022
Q1 | $201K | Hold |
669
| – | – | 0.07% | 141 |
|
|
2021
Q4 | $202K | Buy |
+669
| New | +$202K | 0.07% | 148 |
|