AEPWM
Atlantic Edge Private Wealth Management’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.95M | Buy |
5,533
+19
| +0.3% | +$10.1K | 0.81% | 35 |
|
|
2025
Q1 | $2.67M | Buy |
5,514
+30
| +0.5% | +$14.5K | 0.82% | 33 |
|
|
2024
Q4 | $2.92M | Sell |
5,484
-144
| -3% | -$76.7K | 0.9% | 26 |
|
|
2024
Q3 | $2.64M | Buy |
5,628
+75
| +1% | +$35.2K | 0.8% | 31 |
|
|
2024
Q2 | $2.37M | Buy |
5,553
+57
| +1% | +$24.3K | 0.79% | 28 |
|
|
2024
Q1 | $2.41M | Buy |
5,496
+199
| +4% | +$87.3K | 0.83% | 32 |
|
|
2023
Q4 | $2.01M | Buy |
+5,297
| New | +$2.01M | 0.82% | 32 |
|