Daymark Wealth Partners’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 | $510K | Buy |
956
+35
| +4% | +$18.7K | 0.02% | 349 |
|
|
2025
Q1 | $446K | Sell |
921
-9
| -1% | -$4.36K | 0.02% | 346 |
|
|
2024
Q4 | $495K | Buy |
930
+10
| +1% | +$5.32K | 0.02% | 321 |
|
|
2024
Q3 | $432K | Hold |
920
| – | – | 0.02% | 359 |
|
|
2024
Q2 | $393K | Buy |
920
+97
| +12% | +$41.4K | 0.02% | 358 |
|
|
2024
Q1 | $361K | Sell |
823
-5
| -0.6% | -$2.19K | 0.02% | 311 |
|
|
2023
Q4 | $314K | Buy |
828
+5
| +0.6% | +$1.9K | 0.02% | 314 |
|
|
2023
Q3 | $271K | Sell |
823
-45
| -5% | -$14.8K | 0.02% | 321 |
|
|
2023
Q2 | $288K | Buy |
+868
| New | +$288K | 0.02% | 301 |
|