J. Safra Sarasin Holding’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	$30.7M	Sell	57,604 -4,183	-7%	-$2.23M	0.53%	56
2025 Q1	$29.9M	Sell	61,787 -4,126	-6%	-$2M	0.54%	54
2024 Q4	$35.1M	Sell	65,913 -1,474	-2%	-$785K	0.59%	48
2024 Q3	$31.7M	Sell	67,387 -4,025	-6%	-$1.89M	0.55%	54
2024 Q2	$30.5M	Buy	+71,412	New	+$30.5M	0.56%	54