Paragon Private 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	$298K	Buy	558 +75	+16%	+$40K	0.12%	162
2025 Q1	$234K	Buy	483 +5	+1%	+$2.42K	0.11%	167
2024 Q4	$255K	Buy	478 +50	+12%	+$26.6K	0.12%	150
2024 Q3	$201K	Buy	+428	New	+$201K	0.1%	160