Williams Jones Wealth Management’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $475K | Hold |
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|
2025
Q1 | $431K | Hold |
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|
2024
Q4 | $474K | Sell |
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|
2024
Q3 | $563K | Sell |
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|
2024
Q2 | $2.95M | Hold |
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|
2024
Q1 | $3.03M | Buy |
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|
2023
Q4 | $2.62M | Sell |
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|
2023
Q3 | $2.29M | Hold |
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|
2023
Q2 | $2.31M | Hold |
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|
2023
Q1 | $2.13M | Hold |
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|
2022
Q4 | $2.16M | Buy |
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|
2022
Q3 | $1.75M | Sell |
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|
2022
Q2 | $1.65M | Buy |
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|
2022
Q1 | $1.85M | Hold |
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|
2021
Q4 | $1.86M | Sell |
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|
2021
Q3 | $1.64M | Sell |
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|
2021
Q2 | $1.54M | Sell |
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|
2021
Q1 | $1.44M | Buy |
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|
2020
Q4 | $1.21M | Buy |
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|
2020
Q3 | $949K | Buy |
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|
2020
Q2 | $879K | Sell |
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|
2020
Q1 | $607K | Buy |
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|
2019
Q4 | $972K | Hold |
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|
2019
Q3 | $858K | Buy |
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