Accurate Wealth Management’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 | $405K | Sell |
746
-4,781
| -87% | -$2.59M | 0.06% | 300 |
|
2025
Q1 | $2.59M | Sell |
5,527
-18
| -0.3% | -$8.44K | 0.49% | 52 |
|
2024
Q4 | $2.86M | Buy |
5,545
+5,070
| +1,067% | +$2.61M | 0.55% | 45 |
|
2024
Q3 | $243K | Sell |
475
-6
| -1% | -$3.06K | 0.05% | 325 |
|
2024
Q2 | $214K | Buy |
+481
| New | +$214K | 0.05% | 311 |
|
2023
Q1 | – | Sell |
-270
| Closed | -$86.2K | – | 300 |
|
2022
Q4 | $86.2K | Buy |
+270
| New | +$86.2K | 0.03% | 331 |
|