Geller Advisors’s Ameriprise Financial AMP Stock Holding History

Geller Advisors’s Portfolio AMP Stock Details AMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$466K	Sell
2024 Q3	$412K	Buy
2024 Q2	$367K	Buy
2024 Q1	$367K	Sell
2023 Q4	$615K	Sell
2023 Q3	$542K	Buy
2023 Q2	$518K	Buy
2022 Q1	–	Sell
2021 Q4	$250K	Hold
2021 Q3	$219K	Buy