Cerro Pacific Wealth Advisors’s Ameriprise Financial AMP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$292K	Buy	658 +76	+13%	+$36.6K	0.08%	133
2025 Q4	$285K	Sell	582 -1	-0.2%	-$475	0.08%	135
2025 Q3	$286K	Sell	583 -46	-7%	-$23.6K	0.08%	133
2025 Q2	$336K	Buy	629 +2	+0.3%	+$988	0.09%	123
2025 Q1	$334K	Buy	627 +51	+9%	+$26.7K	0.11%	119
2024 Q4	$271K	Buy	576 +19	+3%	+$10.1K	0.09%	134
2024 Q3	$238K	Hold	557	–	–	0.09%	135
2024 Q2	$238K	Buy	+557	New	+$238K	0.09%	136
2023 Q1	$295K	Sell	963 -1,817	-65%	-$595K	0.16%	118
2022 Q4	$865K	Buy	2,780 +39	+1%	+$11.9K	0.46%	61
2022 Q3	$691K	Buy	2,741 +63	+2%	+$16.6K	0.42%	62
2022 Q2	$637K	Sell	2,678 -1,131	-30%	-$303K	0.4%	68
2022 Q1	$1.14M	Buy	3,809 +71	+2%	+$21.5K	0.7%	32
2021 Q4	$1.13M	Buy	3,738 +443	+13%	+$131K	0.72%	33
2021 Q3	$870K	Buy	3,295 +914	+38%	+$239K	0.63%	40
2021 Q2	$593K	Buy	+2,381	New	+$600K	0.44%	69