Institute for Wealth Management’s Ameriprise Financial AMP Stock Holding History

Institute for Wealth Management’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
2025 Q3	$287K	Hold
2025 Q2	$312K	Hold
2025 Q1	$283K	Buy
2024 Q4	$300K	Hold
2024 Q3	$265K	Hold
2024 Q2	$241K	Hold
2024 Q1	$247K	Hold
2023 Q4	$214K	Sell
2023 Q3	$218K	Hold
2023 Q2	$220K	Buy