IAG Wealth Partners’s Ameriprise Financial AMP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.24K	Hold	3	–	–	﹤0.01%	479
2025 Q4	$1.37K	Hold	3	–	–	﹤0.01%	456
2025 Q3	$1.38K	Hold	3	–	–	﹤0.01%	472
2025 Q2	$1.49K	Sell	3 -30	-91%	-$14.8K	﹤0.01%	449
2025 Q1	$15.9K	Buy	33 +30	+1,000%	+$15.7K	﹤0.01%	293
2024 Q4	$1.49K	Hold	3	–	–	﹤0.01%	470
2024 Q3	$1.31K	Sell	3 -5	-63%	-$2.17K	﹤0.01%	458
2024 Q2	$3.42K	Buy	+8	New	+$3.42K	﹤0.01%	424
2023 Q4	–	Sell	-12	Closed	-$3.96K	–	427
2023 Q3	$3.96K	Hold	12	–	–	﹤0.01%	372
2023 Q2	$3.99K	Hold	12	–	–	﹤0.01%	384
2023 Q1	$3.68K	Hold	12	–	–	﹤0.01%	401
2022 Q4	$3.74K	Hold	12	–	–	﹤0.01%	378
2022 Q3	$3K	Hold	12	–	–	﹤0.01%	375
2022 Q2	$3K	Hold	12	–	–	﹤0.01%	362
2022 Q1	$4K	Buy	+12	New	+$3.63K	﹤0.01%	363
2020 Q3	–	Sell	-13	Closed	-$2K	–	357
2020 Q2	$2K	Hold	13	–	–	﹤0.01%	334
2020 Q1	$2K	Hold	13	–	–	﹤0.01%	318
2019 Q4	$3K	Buy	+13	New	+$2.01K	﹤0.01%	335