HHM Wealth Advisors’s Ameriprise Financial AMP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-4	Closed	-$2.13K	–	858
2025 Q2	$2.13K	Hold	4	–	–	﹤0.01%	755
2025 Q1	$1.94K	Hold	4	–	–	﹤0.01%	757
2024 Q4	$2.13K	Buy	+4	New	+$2.13K	﹤0.01%	745
2023 Q2	–	Sell	-9	Closed	-$2.76K	–	807
2023 Q1	$2.76K	Hold	9	–	–	﹤0.01%	700
2022 Q4	$2.8K	Buy	+9	New	+$2.75K	﹤0.01%	576
2022 Q3	–	Sell	-285	Closed	-$68K	–	649
2022 Q2	$68K	Hold	285	–	–	0.02%	237
2022 Q1	$86K	Sell	285 -133	-32%	-$40.2K	0.02%	237
2021 Q4	$126K	Hold	418	–	–	0.03%	188
2021 Q3	$110K	Hold	418	–	–	0.03%	194
2021 Q2	$104K	Hold	418	–	–	0.03%	199
2021 Q1	$97K	Buy	418 +18	+5%	+$3.89K	0.03%	190
2020 Q4	$78K	Hold	400	–	–	0.03%	203
2020 Q3	$62K	Sell	400 -21	-5%	-$3.23K	0.02%	199
2020 Q2	$63K	Hold	421	–	–	0.03%	200
2020 Q1	$43K	Buy	+421	New	+$62.4K	0.02%	219