AWA
Amplius Wealth Advisors’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Buy |
+408
| New | +$218K | 0.02% | 193 |
|
|
2025
Q1 | – | Sell |
-406
| Closed | -$216K | – | 184 |
|
|
2024
Q4 | $216K | Buy |
+406
| New | +$216K | 0.02% | 164 |
|
|
2022
Q1 | – | Sell |
-323
| Closed | -$97K | – | 211 |
|
|
2021
Q4 | $97K | Buy |
+323
| New | +$97K | 0.01% | 249 |
|