Impact Partnership Wealth’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 | $624K | Buy |
1,169
+104
| +10% | +$55.5K | 0.12% | 108 |
|
|
2025
Q1 | $516K | Buy |
1,065
+108
| +11% | +$52.3K | 0.11% | 105 |
|
|
2024
Q4 | $510K | Buy |
957
+173
| +22% | +$92.1K | 0.1% | 123 |
|
|
2024
Q3 | $368K | Buy |
+784
| New | +$368K | 0.08% | 145 |
|
|
2024
Q2 | – | Sell |
-2
| Closed | -$881 | – | 237 |
|
|
2024
Q1 | $881 | Sell |
2
-609
| -100% | -$268K | ﹤0.01% | 633 |
|
|
2023
Q4 | $232K | Sell |
611
-166
| -21% | -$63.1K | 0.08% | 156 |
|
|
2023
Q3 | $256K | Buy |
777
+760
| +4,471% | +$251K | 0.08% | 147 |
|
|
2023
Q2 | $5.65K | Buy |
+17
| New | +$5.65K | ﹤0.01% | 484 |
|