Enzi 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 | $545K | Hold |
1,017
| – | – | 0.2% | 38 |
|
|
2025
Q1 | $482K | Sell |
1,017
-96
| -9% | -$45.5K | 0.2% | 37 |
|
|
2024
Q4 | $625K | Buy |
1,113
+1
| +0.1% | +$562 | 0.24% | 32 |
|
|
2024
Q3 | $561K | Buy |
1,112
+2
| +0.2% | +$1.01K | 0.22% | 33 |
|
|
2024
Q2 | $480K | Hold |
1,110
| – | – | 0.21% | 34 |
|
|
2024
Q1 | $456K | Hold |
1,110
| – | – | 0.21% | 33 |
|
|
2023
Q4 | $433K | Hold |
1,110
| – | – | 0.21% | 35 |
|
|
2023
Q3 | $361K | Hold |
1,110
| – | – | 0.19% | 38 |
|
|
2023
Q2 | $380K | Hold |
1,110
| – | – | 0.19% | 40 |
|
|
2023
Q1 | $346K | Hold |
1,110
| – | – | 0.18% | 49 |
|
|
2022
Q4 | $379K | Hold |
1,110
| – | – | 0.18% | 50 |
|
|
2022
Q3 | $368K | Buy |
+1,110
| New | +$368K | 0.18% | 51 |
|