GeoWealth Management’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 | $214K | Buy |
401
+12
| +3% | +$6.41K | 0.01% | 640 |
|
|
2025
Q1 | $188K | Sell |
389
-315
| -45% | -$152K | 0.01% | 675 |
|
|
2024
Q4 | $375K | Sell |
704
-76
| -10% | -$40.5K | 0.01% | 558 |
|
|
2024
Q3 | $366K | Sell |
780
-74
| -9% | -$34.8K | 0.01% | 547 |
|
|
2024
Q2 | $365K | Buy |
854
+156
| +22% | +$66.6K | 0.02% | 522 |
|
|
2024
Q1 | $306K | Buy |
698
+227
| +48% | +$99.5K | 0.01% | 568 |
|
|
2023
Q4 | $179K | Buy |
+471
| New | +$179K | 0.01% | 520 |
|