Congress Wealth Management’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	$3.37M	Buy	6,314 +453	+8%	+$224K	0.03%	459
2025 Q1	$2.85M	Buy	5,861 +722	+14%	+$379K	0.03%	425
2024 Q4	$2.74M	Buy	5,139 +447	+10%	+$239K	0.04%	365
2024 Q3	$2.2M	Buy	4,692 +2,962	+171%	+$1.29M	0.03%	409
2024 Q2	$739K	Buy	1,730 +113	+7%	+$48.3K	0.01%	472
2024 Q1	$709K	Buy	1,617 +65	+4%	+$26K	0.01%	408
2023 Q4	$589K	Buy	1,552 +23	+2%	+$7.89K	0.01%	444
2023 Q3	$504K	Sell	1,529 -1	-0.1%	-$341	0.01%	458
2023 Q2	$508K	Sell	1,530 -20	-1%	-$6.15K	0.01%	413
2023 Q1	$475K	Buy	1,550 +21	+1%	+$6.88K	0.01%	423
2022 Q4	$476K	Sell	1,529 -7	-0.5%	-$2.13K	0.01%	411
2022 Q3	$387K	Hold	1,536	–	–	0.01%	433
2022 Q2	$365K	Sell	1,536 -183	-11%	-$49K	0.01%	442
2022 Q1	$516K	Sell	1,719 -42	-2%	-$12.7K	0.01%	442
2021 Q4	$532K	Buy	+1,761	New	+$521K	0.01%	456