McCarter Private Wealth Services’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	$612K	Hold	1,147	–	–	0.35%	60
2025 Q1	$555K	Buy	1,147 +67	+6%	+$32.4K	0.36%	55
2024 Q4	$575K	Hold	1,080	–	–	0.36%	52
2024 Q3	$507K	Buy	+1,080	New	+$507K	0.32%	59