Institute for Wealth 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 | $312K | Hold |
584
| – | – | 0.03% | 428 |
|
|
2025
Q1 | $283K | Buy |
584
+20
| +4% | +$9.68K | 0.04% | 425 |
|
|
2024
Q4 | $300K | Hold |
564
| – | – | 0.04% | 398 |
|
|
2024
Q3 | $265K | Hold |
564
| – | – | 0.03% | 451 |
|
|
2024
Q2 | $241K | Hold |
564
| – | – | 0.03% | 443 |
|
|
2024
Q1 | $247K | Hold |
564
| – | – | 0.03% | 429 |
|
|
2023
Q4 | $214K | Sell |
564
-97
| -15% | -$36.8K | 0.03% | 444 |
|
|
2023
Q3 | $218K | Hold |
661
| – | – | 0.04% | 412 |
|
|
2023
Q2 | $220K | Buy |
+661
| New | +$220K | 0.04% | 417 |
|