WJWM
Williams Jones Wealth Management’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $475K | Hold |
890
| – | – | 0.01% | 359 |
|
|
2025
Q1 | $431K | Hold |
890
| – | – | 0.01% | 355 |
|
|
2024
Q4 | $474K | Sell |
890
-309
| -26% | -$165K | 0.01% | 351 |
|
|
2024
Q3 | $563K | Sell |
1,199
-5,703
| -83% | -$2.68M | 0.01% | 334 |
|
|
2024
Q2 | $2.95M | Hold |
6,902
| – | – | 0.04% | 162 |
|
|
2024
Q1 | $3.03M | Buy |
6,902
+11
| +0.2% | +$4.82K | 0.04% | 158 |
|
|
2023
Q4 | $2.62M | Sell |
6,891
-57
| -0.8% | -$21.7K | 0.04% | 170 |
|
|
2023
Q3 | $2.29M | Hold |
6,948
| – | – | 0.04% | 182 |
|
|
2023
Q2 | $2.31M | Hold |
6,948
| – | – | 0.03% | 185 |
|
|
2023
Q1 | $2.13M | Hold |
6,948
| – | – | 0.03% | 199 |
|
|
2022
Q4 | $2.16M | Buy |
6,948
+16
| +0.2% | +$4.98K | 0.04% | 196 |
|
|
2022
Q3 | $1.75M | Sell |
6,932
-26
| -0.4% | -$6.55K | 0.03% | 213 |
|
|
2022
Q2 | $1.65M | Buy |
6,958
+801
| +13% | +$190K | 0.03% | 220 |
|
|
2022
Q1 | $1.85M | Hold |
6,157
| – | – | 0.03% | 206 |
|
|
2021
Q4 | $1.86M | Sell |
6,157
-50
| -0.8% | -$15.1K | 0.02% | 207 |
|
|
2021
Q3 | $1.64M | Sell |
6,207
-2
| -0% | -$528 | 0.02% | 209 |
|
|
2021
Q2 | $1.55M | Sell |
6,209
-5
| -0.1% | -$1.24K | 0.02% | 215 |
|
|
2021
Q1 | $1.44M | Buy |
6,214
+7
| +0.1% | +$1.63K | 0.02% | 215 |
|
|
2020
Q4 | $1.21M | Buy |
6,207
+50
| +0.8% | +$9.72K | 0.02% | 214 |
|
|
2020
Q3 | $949K | Buy |
6,157
+300
| +5% | +$46.2K | 0.02% | 204 |
|
|
2020
Q2 | $879K | Sell |
5,857
-66
| -1% | -$9.91K | 0.02% | 209 |
|
|
2020
Q1 | $607K | Buy |
5,923
+90
| +2% | +$9.22K | 0.02% | 215 |
|
|
2019
Q4 | $972K | Hold |
5,833
| – | – | 0.02% | 207 |
|
|
2019
Q3 | $858K | Buy |
+5,833
| New | +$858K | 0.02% | 215 |
|