Atria Wealth Solutions’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 Q2	$1.88M	Buy	3,523 +332	+10%	+$164K	0.04%	435
2025 Q1	$1.54M	Sell	3,191 -51	-2%	-$26.7K	0.02%	730
2024 Q4	$1.73M	Sell	3,242 -674	-17%	-$360K	0.02%	697
2024 Q3	$1.84M	Sell	3,916 -180	-4%	-$78.1K	0.02%	673
2024 Q2	$1.75M	Sell	4,096 -1,298	-24%	-$554K	0.02%	673
2024 Q1	$2.36M	Buy	5,394 +553	+11%	+$221K	0.03%	580
2023 Q4	$1.84M	Buy	4,841 +426	+10%	+$146K	0.02%	626
2023 Q3	$1.46M	Sell	4,415 -2,379	-35%	-$812K	0.02%	669
2023 Q2	$2.26M	Buy	6,794 +3,505	+107%	+$1.08M	0.03%	526
2023 Q1	$1.01M	Sell	3,289 -580	-15%	-$190K	0.01%	794
2022 Q4	$1.2M	Buy	3,869 +1,854	+92%	+$565K	0.02%	674
2022 Q3	$508K	Sell	2,015 -64	-3%	-$16.8K	0.01%	1010
2022 Q2	$494K	Sell	2,079 -533	-20%	-$143K	0.01%	979
2022 Q1	$785K	Buy	+2,612	New	+$790K	0.01%	825