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Midwest Professional Planners Ltd (MPPL)’s Amalgamated Financial AMAL Stock Holding History

Midwest Professional Planners Ltd (MPPL)’s Portfolio AMAL Stock Details AMAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,276
Closed -$210K – 156
2024
Q4 		$210K Buy
+6,276
New +$216K 0.06% 151

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Midwest Professional Planners Ltd (MPPL)'s AMAL Position: Q1 2025 in Review

Midwest Professional Planners Ltd (MPPL) sold out of Amalgamated Financial (AMAL) in Q1 2025, closing a stake of 6,276 shares — an estimated $210K sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in AMAL in Q4 2024 and held it in 1 quarter. The position peaked at $210K in Q4 2024. 185 funds tracked by Wall St. Rank hold AMAL as of Q1 2025.

  • Midwest Professional Planners Ltd (MPPL) reported no remaining Amalgamated Financial position as of Q1 2025 after selling out during the quarter.
  • Midwest Professional Planners Ltd (MPPL) sold 6,276 Amalgamated Financial shares in Q1 2025, an estimated $210K.
  • Midwest Professional Planners Ltd (MPPL) first reported a position in Amalgamated Financial in Q4 2024 and held it in 1 quarter.
  • Midwest Professional Planners Ltd (MPPL)'s Amalgamated Financial position peaked at $210K in Q4 2024.
  • 185 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2025.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q1 2025, filed 2 May 2025.