Adapt Wealth 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 | $1.09M | Buy |
2,045
+50
| +3% | +$26.7K | 0.49% | 29 |
|
|
2025
Q1 | $966K | Hold |
1,995
| – | – | 0.47% | 30 |
|
|
2024
Q4 | $1.06M | Buy |
1,995
+60
| +3% | +$31.9K | 0.52% | 34 |
|
|
2024
Q3 | $909K | Hold |
1,935
| – | – | 0.49% | 34 |
|
|
2024
Q2 | $827K | Hold |
1,935
| – | – | 0.52% | 33 |
|
|
2024
Q1 | $848K | Buy |
+1,935
| New | +$848K | 0.6% | 29 |
|