EA
Everpar Advisors’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $602K | Sell |
1,128
-73
| -6% | -$39K | 0.27% | 87 |
|
|
2025
Q1 | $581K | Sell |
1,201
-85
| -7% | -$41.1K | 0.31% | 75 |
|
|
2024
Q4 | $685K | Buy |
1,286
+23
| +2% | +$12.2K | 0.35% | 63 |
|
|
2024
Q3 | $593K | Sell |
1,263
-381
| -23% | -$179K | 0.31% | 83 |
|
|
2024
Q2 | $702K | Buy |
1,644
+20
| +1% | +$8.54K | 0.35% | 70 |
|
|
2024
Q1 | $712K | Sell |
1,624
-1,331
| -45% | -$584K | 0.43% | 61 |
|
|
2023
Q4 | $1.12M | Buy |
+2,955
| New | +$1.12M | 0.52% | 42 |
|