Marcum Wealth’s Ameriprise Financial AMP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$259K Sell
2024
Q4
$289K Sell
2024
Q3
$263K Sell
2024
Q2
$241K Buy
2024
Q1
$231K Sell
2023
Q4
$202K Buy
2022
Q2
Sell
2022
Q1
$221K Buy
2021
Q4
$214K Buy