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Burling Wealth Partners’s Ameriprise Financial AMP Stock Holding History

Burling Wealth Partners’s Portfolio AMP Stock Details AMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$652K Sell
1,222
-246
-17% -$131K 0.12% 114
2025
Q1 		$711K Sell
1,468
-413
-22% -$200K 0.15% 104
2024
Q4 		$1M Buy
+1,881
New +$1M 0.2% 96