YHB Investment Advisors’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
Q3 | $315K | Buy |
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|
2025
Q2 | $341K | Sell |
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|
2025
Q1 | $312K | Buy |
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|
2024
Q4 | $260K | Hold |
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|
2024
Q3 | $229K | Hold |
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|
2024
Q2 | $208K | Hold |
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|
2024
Q1 | $214K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $329K | Hold |
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|
2022
Q4 | $334K | Hold |
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|
2022
Q3 | $270K | Hold |
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|
2022
Q2 | $255K | Hold |
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|
2022
Q1 | $322K | Sell |
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|
2021
Q4 | $363K | Buy |
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|
2021
Q3 | $273K | Hold |
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|
2021
Q2 | $257K | Buy |
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