Wilbanks Smith & Thomas Asset Management’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $809K | Hold |
1,846
| – | – | 0.02% | 265 |
|
|
2023
Q4 | $701K | Sell |
1,846
-125
| -6% | -$47.5K | 0.02% | 283 |
|
|
2023
Q3 | $650K | Buy |
1,971
+125
| +7% | +$41.2K | 0.02% | 272 |
|
|
2023
Q2 | $613K | Hold |
1,846
| – | – | 0.02% | 280 |
|
|
2023
Q1 | $566K | Sell |
1,846
-95
| -5% | -$29.1K | 0.02% | 288 |
|
|
2022
Q4 | $604K | Hold |
1,941
| – | – | 0.02% | 278 |
|
|
2022
Q3 | $489K | Hold |
1,941
| – | – | 0.02% | 290 |
|
|
2022
Q2 | $461K | Hold |
1,941
| – | – | 0.02% | 308 |
|
|
2022
Q1 | $528K | Buy |
+1,941
| New | +$528K | 0.02% | 297 |
|
|
2018
Q3 | – | Sell |
-3,339
| Closed | -$467K | – | 1609 |
|
|
2018
Q2 | $467K | Hold |
3,339
| – | – | 0.04% | 209 |
|
|
2018
Q1 | $494K | Hold |
3,339
| – | – | 0.04% | 193 |
|
|
2017
Q4 | $566K | Buy |
+3,339
| New | +$566K | 0.04% | 185 |
|