Y-Intercept (HK)’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 | – | Sell |
-1,245
| Closed | -$603K | – | 1614 |
|
2025
Q1 | $603K | Sell |
1,245
-2,215
| -64% | -$1.07M | 0.04% | 619 |
|
2024
Q4 | $1.84M | Buy |
+3,460
| New | +$1.84M | 0.12% | 225 |
|
2024
Q3 | – | Sell |
-2,620
| Closed | -$1.12M | – | 1276 |
|
2024
Q2 | $1.12M | Sell |
2,620
-7,425
| -74% | -$3.17M | 0.06% | 445 |
|
2024
Q1 | $4.4M | Buy |
10,045
+8,936
| +806% | +$3.92M | 0.33% | 47 |
|
2023
Q4 | $421K | Sell |
1,109
-5,465
| -83% | -$2.08M | 0.04% | 676 |
|
2023
Q3 | $2.17M | Buy |
+6,574
| New | +$2.17M | 0.21% | 123 |
|
2023
Q1 | – | Sell |
-2,873
| Closed | -$895K | – | 1157 |
|
2022
Q4 | $895K | Sell |
2,873
-5,787
| -67% | -$1.8M | 0.13% | 229 |
|
2022
Q3 | $2.18M | Buy |
8,660
+6,238
| +258% | +$1.57M | 0.22% | 133 |
|
2022
Q2 | $576K | Buy |
2,422
+1,620
| +202% | +$385K | 0.08% | 381 |
|
2022
Q1 | $241K | Sell |
802
-503
| -39% | -$151K | 0.06% | 537 |
|
2021
Q4 | $394K | Buy |
1,305
+492
| +61% | +$149K | 0.09% | 314 |
|
2021
Q3 | $215K | Buy |
+813
| New | +$215K | 0.04% | 557 |
|