Winch Advisory Services’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 | $2.71K | Hold |
5
| – | – | ﹤0.01% | 391 |
|
|
2025
Q1 | $2.45K | Hold |
5
| – | – | ﹤0.01% | 398 |
|
|
2024
Q4 | $2.68K | Sell |
5
-11
| -69% | -$5.91K | ﹤0.01% | 417 |
|
|
2024
Q3 | $7.52K | Sell |
16
-10
| -38% | -$4.7K | ﹤0.01% | 288 |
|
|
2024
Q2 | $11.1K | Hold |
26
| – | – | ﹤0.01% | 251 |
|
|
2024
Q1 | $11.3K | Hold |
26
| – | – | ﹤0.01% | 247 |
|
|
2023
Q4 | $9.78K | Hold |
26
| – | – | ﹤0.01% | 262 |
|
|
2023
Q3 | $8K | Hold |
26
| – | – | ﹤0.01% | 265 |
|
|
2023
Q2 | $8K | Buy |
26
+1
| +4% | +$308 | ﹤0.01% | 265 |
|
|
2023
Q1 | $8K | Hold |
25
| – | – | ﹤0.01% | 264 |
|
|
2022
Q4 | $8K | Hold |
25
| – | – | ﹤0.01% | 249 |
|
|
2022
Q3 | $6K | Hold |
25
| – | – | ﹤0.01% | 249 |
|
|
2022
Q2 | $6K | Hold |
25
| – | – | ﹤0.01% | 267 |
|
|
2022
Q1 | $8K | Hold |
25
| – | – | ﹤0.01% | 273 |
|
|
2021
Q4 | $8K | Hold |
25
| – | – | ﹤0.01% | 285 |
|
|
2021
Q3 | $7K | Hold |
25
| – | – | ﹤0.01% | 295 |
|
|
2021
Q2 | $6K | Hold |
25
| – | – | ﹤0.01% | 316 |
|
|
2021
Q1 | $6K | Hold |
25
| – | – | ﹤0.01% | 287 |
|
|
2020
Q4 | $5K | Hold |
25
| – | – | ﹤0.01% | 294 |
|
|
2020
Q3 | $4K | Hold |
25
| – | – | ﹤0.01% | 268 |
|
|
2020
Q2 | $4K | Hold |
25
| – | – | ﹤0.01% | 268 |
|
|
2020
Q1 | $3K | Sell |
25
-29
| -54% | -$3.48K | ﹤0.01% | 248 |
|
|
2019
Q4 | $9K | Buy |
54
+1
| +2% | +$167 | ﹤0.01% | 210 |
|
|
2019
Q3 | $8K | Hold |
53
| – | – | ﹤0.01% | 210 |
|
|
2019
Q2 | $8K | Buy |
53
+29
| +121% | +$4.38K | ﹤0.01% | 216 |
|
|
2019
Q1 | $3K | Hold |
24
| – | – | ﹤0.01% | 277 |
|
|
2018
Q4 | $2K | Hold |
24
| – | – | ﹤0.01% | 284 |
|
|
2018
Q3 | $3K | Buy |
24
+1
| +4% | +$125 | ﹤0.01% | 250 |
|
|
2018
Q2 | $3K | Hold |
23
| – | – | ﹤0.01% | 256 |
|
|
2018
Q1 | $3K | Hold |
23
| – | – | ﹤0.01% | 243 |
|
|
2017
Q4 | $4K | Hold |
23
| – | – | ﹤0.01% | 226 |
|
|
2017
Q3 | $3K | Hold |
23
| – | – | ﹤0.01% | 226 |
|
|
2017
Q2 | $3K | Hold |
23
| – | – | ﹤0.01% | 234 |
|
|
2017
Q1 | $3K | Hold |
23
| – | – | ﹤0.01% | 220 |
|
|
2016
Q4 | $3K | Buy |
23
+1
| +5% | +$130 | ﹤0.01% | 203 |
|
|
2016
Q3 | $2K | Hold |
22
| – | – | ﹤0.01% | 228 |
|
|
2016
Q2 | $2K | Sell |
22
-127
| -85% | -$11.5K | ﹤0.01% | 225 |
|
|
2016
Q1 | $14K | Buy |
149
+2
| +1% | +$188 | 0.02% | 94 |
|
|
2015
Q4 | $16K | Hold |
147
| – | – | 0.02% | 97 |
|
|
2015
Q3 | $16K | Buy |
147
+1
| +0.7% | +$109 | 0.02% | 89 |
|
|
2015
Q2 | $18K | Buy |
146
+1
| +0.7% | +$123 | 0.01% | 143 |
|
|
2015
Q1 | $19K | Buy |
+145
| New | +$19K | 0.01% | 114 |
|
|
2014
Q4 | – | Sell |
-144
| Closed | -$18K | – | 45 |
|
|
2014
Q3 | $18K | Buy |
144
+1
| +0.7% | +$125 | 0.01% | 105 |
|
|
2014
Q2 | $17K | Sell |
143
-11,246
| -99% | -$1.34M | 0.01% | 135 |
|
|
2014
Q1 | $1.25M | Buy |
+11,389
| New | +$1.25M | 0.79% | 32 |
|