WhitTier Trust Company’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 | $605K | Hold |
1,134
| – | – | 0.01% | 375 |
|
|
2025
Q1 | $549K | Buy |
1,134
+8
| +0.7% | +$3.87K | 0.01% | 370 |
|
|
2024
Q4 | $599K | Hold |
1,126
| – | – | 0.01% | 345 |
|
|
2024
Q3 | $529K | Hold |
1,126
| – | – | 0.01% | 354 |
|
|
2024
Q2 | $481K | Sell |
1,126
-40
| -3% | -$17.1K | 0.01% | 348 |
|
|
2024
Q1 | $511K | Buy |
1,166
+80
| +7% | +$35.1K | 0.01% | 341 |
|
|
2023
Q4 | $412K | Hold |
1,086
| – | – | 0.01% | 368 |
|
|
2023
Q3 | $358K | Sell |
1,086
-10
| -0.9% | -$3.3K | 0.01% | 372 |
|
|
2023
Q2 | $364K | Buy |
1,096
+82
| +8% | +$27.2K | 0.01% | 377 |
|
|
2023
Q1 | $311K | Buy |
1,014
+50
| +5% | +$15.3K | 0.01% | 396 |
|
|
2022
Q4 | $300K | Buy |
964
+29
| +3% | +$9.03K | 0.01% | 410 |
|
|
2022
Q3 | $235K | Hold |
935
| – | – | 0.01% | 440 |
|
|
2022
Q2 | $223K | Hold |
935
| – | – | 0.01% | 448 |
|
|
2022
Q1 | $281K | Hold |
935
| – | – | 0.01% | 420 |
|
|
2021
Q4 | $282K | Hold |
935
| – | – | 0.01% | 422 |
|
|
2021
Q3 | $247K | Hold |
935
| – | – | 0.01% | 427 |
|
|
2021
Q2 | $233K | Buy |
935
+20
| +2% | +$4.98K | 0.01% | 437 |
|
|
2021
Q1 | $213K | Hold |
915
| – | – | 0.01% | 435 |
|
|
2020
Q4 | $177K | Hold |
915
| – | – | 0.01% | 436 |
|
|
2020
Q3 | $141K | Hold |
915
| – | – | 0.01% | 460 |
|
|
2020
Q2 | $138K | Sell |
915
-5
| -0.5% | -$754 | 0.01% | 437 |
|
|
2020
Q1 | $95K | Buy |
920
+110
| +14% | +$11.4K | 0.01% | 460 |
|
|
2019
Q4 | $134K | Hold |
810
| – | – | 0.01% | 441 |
|
|
2019
Q3 | $119K | Hold |
810
| – | – | 0.01% | 461 |
|
|
2019
Q2 | $117K | Hold |
810
| – | – | 0.01% | 454 |
|
|
2019
Q1 | $104K | Hold |
810
| – | – | 0.01% | 474 |
|
|
2018
Q4 | $85K | Buy |
810
+498
| +160% | +$52.3K | 0.01% | 487 |
|
|
2018
Q3 | $46K | Hold |
312
| – | – | ﹤0.01% | 619 |
|
|
2018
Q2 | $44K | Sell |
312
-468
| -60% | -$66K | ﹤0.01% | 628 |
|
|
2018
Q1 | $116K | Hold |
780
| – | – | 0.01% | 454 |
|
|
2017
Q4 | $132K | Buy |
780
+468
| +150% | +$79.2K | 0.01% | 411 |
|
|
2017
Q3 | $47K | Hold |
312
| – | – | ﹤0.01% | 548 |
|
|
2017
Q2 | $40K | Hold |
312
| – | – | ﹤0.01% | 575 |
|
|
2017
Q1 | $40K | Hold |
312
| – | – | ﹤0.01% | 562 |
|
|
2016
Q4 | $35K | Hold |
312
| – | – | ﹤0.01% | 592 |
|
|
2016
Q3 | $31K | Sell |
312
-64
| -17% | -$6.36K | ﹤0.01% | 599 |
|
|
2016
Q2 | $34K | Hold |
376
| – | – | ﹤0.01% | 587 |
|
|
2016
Q1 | $35K | Hold |
376
| – | – | ﹤0.01% | 573 |
|
|
2015
Q4 | $40K | Buy |
376
+277
| +280% | +$29.5K | ﹤0.01% | 549 |
|
|
2015
Q3 | $11K | Hold |
99
| – | – | ﹤0.01% | 768 |
|
|
2015
Q2 | $12K | Hold |
99
| – | – | ﹤0.01% | 775 |
|
|
2015
Q1 | $13K | Hold |
99
| – | – | ﹤0.01% | 769 |
|
|
2014
Q4 | $13K | Hold |
99
| – | – | ﹤0.01% | 763 |
|
|
2014
Q3 | $12K | Hold |
99
| – | – | ﹤0.01% | 769 |
|
|
2014
Q2 | $12K | Hold |
99
| – | – | ﹤0.01% | 769 |
|
|
2014
Q1 | $11K | Hold |
99
| – | – | ﹤0.01% | 800 |
|
|
2013
Q4 | $11K | Hold |
99
| – | – | ﹤0.01% | 760 |
|
|
2013
Q3 | $9K | Hold |
99
| – | – | ﹤0.01% | 772 |
|
|
2013
Q2 | $8K | Buy |
+99
| New | +$8K | ﹤0.01% | 772 |
|