Avion Wealth’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 | $12K | Buy |
23
+7
| +44% | +$3.65K | ﹤0.01% | 409 |
|
|
2025
Q1 | $8K | Hold |
16
| – | – | ﹤0.01% | 428 |
|
|
2024
Q4 | $8K | Buy |
16
+1
| +7% | +$500 | ﹤0.01% | 427 |
|
|
2024
Q3 | $7K | Hold |
15
| – | – | ﹤0.01% | 427 |
|
|
2024
Q2 | $6K | Buy |
15
+4
| +36% | +$1.6K | ﹤0.01% | 420 |
|
|
2024
Q1 | $5K | Sell |
11
-1
| -8% | -$455 | ﹤0.01% | 441 |
|
|
2023
Q4 | $5K | Sell |
12
-1
| -8% | -$417 | ﹤0.01% | 385 |
|
|
2023
Q3 | $3K | Buy |
13
+1
| +8% | +$231 | ﹤0.01% | 407 |
|
|
2023
Q2 | $3K | Buy |
+12
| New | +$3K | ﹤0.01% | 402 |
|