YHB Investment Advisors’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 | $341K | Sell |
638
-7
| -1% | -$3.74K | 0.03% | 236 |
|
|
2025
Q1 | $312K | Buy |
645
+157
| +32% | +$76K | 0.03% | 235 |
|
|
2024
Q4 | $260K | Hold |
488
| – | – | 0.02% | 248 |
|
|
2024
Q3 | $229K | Hold |
488
| – | – | 0.02% | 264 |
|
|
2024
Q2 | $208K | Hold |
488
| – | – | 0.02% | 274 |
|
|
2024
Q1 | $214K | Buy |
+488
| New | +$214K | 0.02% | 262 |
|
|
2023
Q2 | – | Sell |
-1,073
| Closed | -$329K | – | 281 |
|
|
2023
Q1 | $329K | Hold |
1,073
| – | – | 0.03% | 223 |
|
|
2022
Q4 | $334K | Hold |
1,073
| – | – | 0.04% | 213 |
|
|
2022
Q3 | $270K | Hold |
1,073
| – | – | 0.03% | 231 |
|
|
2022
Q2 | $255K | Hold |
1,073
| – | – | 0.03% | 241 |
|
|
2022
Q1 | $322K | Sell |
1,073
-130
| -11% | -$39K | 0.03% | 233 |
|
|
2021
Q4 | $363K | Buy |
1,203
+170
| +16% | +$51.3K | 0.03% | 235 |
|
|
2021
Q3 | $273K | Hold |
1,033
| – | – | 0.02% | 260 |
|
|
2021
Q2 | $257K | Buy |
+1,033
| New | +$257K | 0.02% | 267 |
|