Alta Advisers’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 Q4	–	Sell	-516	Closed	-$253K	–	202
2025 Q3	$253K	Hold	516	–	–	0.08%	205
2025 Q2	$275K	Hold	516	–	–	0.1%	178
2025 Q1	$250K	Buy	+516	New	+$271K	0.11%	187
2024 Q4	–	Sell	-300	Closed	-$141K	–	166
2024 Q3	$141K	Hold	300	–	–	0.06%	220
2024 Q2	$128K	Hold	300	–	–	0.06%	204
2024 Q1	$132K	Hold	300	–	–	0.07%	209
2023 Q4	$114K	Hold	300	–	–	0.06%	229
2023 Q3	$98.9K	Hold	300	–	–	0.06%	242
2023 Q2	$99.6K	Hold	300	–	–	0.06%	246
2023 Q1	$92K	Hold	300	–	–	0.05%	262
2022 Q4	$93K	Hold	300	–	–	0.06%	243
2022 Q3	$76K	Buy	+300	New	+$78.9K	0.05%	277